Travis Adams CFA

Areas of Speciality

Strategies

• Savings & wealth creation
• Investment portfolios
• Superannuation planning
• Pre-retirement planning
• Retirement planning

Products

• Cash management accounts
• Direct shares
• Retail & wholesale managed funds
• Retirement income streams
• Superannuation products
• Life insurance products
• Investment platforms
• Geared investments

About Travis

Phone +61 8 7074 8402

tadams@baillieu.com.au

LinkedIn

As an Equity Partner, based in Adelaide, Travis has more than 20 years’ experience in financial services providing transactional, investment research, wealth management and advisory services to private clients.

Travis currently provides client service, structuring and investment advice, using a consistent fundamental based approach.

Travis is a current member of the EL&C Baillieu Investment Committee which oversees the investment management of the EL&C Baillieu Multi Asset Portfolios. He is also the independent chairman of the East Private Wealth Investment Committee.

Former roles included a member of the National Investment Committee Member at Crowe Horwath, a member of the Deloitte Corporate Finance team, Head of Listed Equity selection in the Crowe Horwath Research Team, market operator and institutional dealer at Taylor Collison and Tricom Equities in Sydney.