Travis Adams, Cfa

Travis Adams, Cfa Email and Phone Number

Director & Adviser at Astier @ Astier
Romans-sur-Isère
Travis Adams, Cfa's Location
Greater Adelaide Area, Australia
Travis Adams, Cfa's Contact Details

Travis Adams, Cfa work email

Travis Adams, Cfa personal email

n/a
About Travis Adams, Cfa

Travis Adams, Cfa is a Director & Adviser at Astier at Astier. He possess expertise in options, business valuation, valuation, investments, portfolio management and 19 more skills. Colleagues describe him as "Travis is simply in a different league to most financial advisors. The depth and breadth of his understanding of the market, the firmness of his finger on the pulse of its dynamics and where and what constitutes real value in investments is remarkable. I’ve had Travis present to numerous client audiences, none of whom have failed to be impressed by how clearly Travis sees the patterns and can concentrate in on the most important points, communicated in a way that us laypeople can understand. I trust Travis implicitly with my investments, and have no hesitation in recommending his services to anyone wanting a safe pair of hands powered by smart, on-the-ball thinking to safeguard and maximise their future wealth."

Travis Adams, Cfa's Current Company Details
Astier

Astier

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Director & Adviser at Astier
Romans-sur-Isère
Employees:
53
Travis Adams, Cfa Work Experience Details
  • Astier
    Director & Adviser
    Astier Oct 2021 - Present
    Adelaide, South Australia, Australia
  • E.L. & C. Baillieu Limited
    Financial Adviser
    E.L. & C. Baillieu Limited Nov 2015 - Sep 2021
    Adelaide, Australia
    Travis Adams is a chartered financial analyst, equities specialist and financial adviser as well as a respected share market commentator who is dedicated to finding great investments to satisfy retirement goals.
  • Time For Kids
    Finance Sub Committee
    Time For Kids Sep 2014 - Nov 2018
    Adelaide, Australia
    Time for Kids is a not for profit organisation with a mission to create opportunities for children to achieve their full potential by providing volunteer care, enriching experiences and positive role models that support them in overcoming disadvantage. Established in 1960 as the Society of Sponsors, to prevent children from entering the juvenile justice system. Today we continue to work with children and young people who experience social isolation, economic and other complex forms of… Show more Time for Kids is a not for profit organisation with a mission to create opportunities for children to achieve their full potential by providing volunteer care, enriching experiences and positive role models that support them in overcoming disadvantage. Established in 1960 as the Society of Sponsors, to prevent children from entering the juvenile justice system. Today we continue to work with children and young people who experience social isolation, economic and other complex forms of disadvantage. We match children from birth to 17 years with volunteer families and individuals for mentoring and regular, part-time care, usually for one weekend a month, one day per fortnight or for 3-4 days during school holidays. Since 1960, Time for Kids has assisted more than 4,800 children and their families.Through our unique program of volunteer carer and mentor support, Time for Kids opens a doorway on experiences, learning and opportunities that would be otherwise unavailable to our children. This builds children’s resilience and capacity to respond positively to the challenges in their lives. It also empowers and equips children and young people to set and successfully pursue alternative aspirations for their lives, as so many of our children have done over more than 50 years.Evaluation has shown our program to have a truly transformative effect on the lives of children and young people in need. Time for Kids is governed by a volunteer management board and operates with a professional staff that works in collaboration with our dedicated volunteer carers and mentors, to establish and maintain children’s placement within the program. Show less
  • Prescott Securities Limited
    Equity Specialist And Financial Adviser
    Prescott Securities Limited Jul 2012 - Oct 2015
    Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is… Show more Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is a dedicated family man and understands the needs andchallenges facing the modern young family. He gains immensesatisfaction in helping set them on a sound financial course for thefuture. Travis also understands the needs of those approaching retirementas well as those who are actually retired.Travis has worked with Advisers in preparing portfolios foraccumulators, retirees and high net worth clients. The portfolios aredesigned to ensure clients needs are met whether they requirecapital or income generation.Travis retains the responsibility of Senior Stock Analyst at PrescottSecurities. Combined with his broader understanding of thedifferent life stages, he is in an ideal position to develop strategies tomeet the associated challenges investors face.Specialties: Share market investing, Company valuation, Financial AdvisingAdd a link Show less
  • Prescott Securities Limited
    Equity Specialist And Financial Adviser
    Prescott Securities Limited Jul 2012 - Oct 2015
    Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is… Show more Chartered Financial Analyst, Equity Sepcialist and Financial Adviser.Travis has been with Prescott Securities and the parent Crowe Horwath for over 8 years as the equity specialist and as financial adviser Travis, as a Chartered Financial Analyst ® (CFA®) has had a key rolein developing the investment philosophy for Crowe Horwath. Previouslyhe was a member of the Investment Committee and currentlycontinues to consult to it on listed investments.Travis is a dedicated family man and understands the needs andchallenges facing the modern young family. He gains immensesatisfaction in helping set them on a sound financial course for thefuture. Travis also understands the needs of those approaching retirementas well as those who are actually retired.Travis has worked with Advisers in preparing portfolios foraccumulators, retirees and high net worth clients. The portfolios aredesigned to ensure clients needs are met whether they requirecapital or income generation.Travis retains the responsibility of Senior Stock Analyst at PrescottSecurities. Combined with his broader understanding of thedifferent life stages, he is in an ideal position to develop strategies tomeet the associated challenges investors face.Specialties: Share market investing, Company valuation, Financial AdvisingAdd a link Show less
  • Deloitte Australia
    Senior Analyst, Deloitte Corporate Finance - Valuations
    Deloitte Australia Aug 2011 - Jul 2012
    Adeliade
  • Whk Group
    Senior Equity Analyst
    Whk Group Nov 2005 - Jul 2011
    Adelaide

Travis Adams, Cfa Skills

Options Business Valuation Valuation Investments Portfolio Management Investment Strategies Wealth Management Financial Analysis Corporate Finance Equity Valuation Equities Superannuation Investment Advisory Financial Advisory Finance Alternative Investments Equity Research Financial Markets Derivatives Securities Financial Services Investment Management Smsf Shares

Travis Adams, Cfa Education Details

Frequently Asked Questions about Travis Adams, Cfa

What company does Travis Adams, Cfa work for?

Travis Adams, Cfa works for Astier

What is Travis Adams, Cfa's role at the current company?

Travis Adams, Cfa's current role is Director & Adviser at Astier.

What is Travis Adams, Cfa's email address?

Travis Adams, Cfa's email address is ta****@****.com.au

What schools did Travis Adams, Cfa attend?

Travis Adams, Cfa attended Cfa Instutite, Finsia, Adelaide University.

What are some of Travis Adams, Cfa's interests?

Travis Adams, Cfa has interest in Sport, Cricket, Basketball, Afl, Golf.

What skills is Travis Adams, Cfa known for?

Travis Adams, Cfa has skills like Options, Business Valuation, Valuation, Investments, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis, Corporate Finance, Equity Valuation, Equities, Superannuation.

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