Travis Edwards

Lighthouse Capital South West Pty Ltd

Gold
16 Yrs Experience
South Bunbury, WA 6230

I aim to assist you to develop, decipher, and simplify goals you are looking to financially achieve. I will also help to understand and utilise some of the financial tools we have at our fingertips, and together understand and choose a solution we feel suits your needs. I am a Certified Financial Planner, I own our advice business, which ensures I have a vested interest to make sure we look after you and have experience beyond Financial Planning, which broadens perspective and brings a wealth of external knowledge to our solutions.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Lighthouse Capital South West Pty Ltd

Suite 2, 4 Plaza St
South Bunbury, WA 6230

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451