Andrew Travis profile photo

Andrew Travis

Mba Wealth Solutions Pty Ltd

Gold
16 Yrs Experience
Bathurst, NSW 2795

MBA Wealth Solutions was founded in 1987 but changed name to MBA Wealth Solutions in 2017. MBA is now the largest Financial Planning firm in Bathurst, servicing the Central West of NSW. We provide a holistic approach that incorporates financial planning, investments, insurance, superannuation, retirement, estate planning, cash flow, and risk management.

We own and operate our own Australian Financial Services Licence and offer you a team of advisers with over 75 years of combined financial planning experience– making us the most experienced team in Bathurst.

Graduating from Charles Sturt University with a Bachelor of Business (Finance) Andrew originally worked with MBA in 2006. He then moved to be an adviser with a major bank before rejoining the MBA team again in 2018, bringing with him the wealth of experience gained in the banking industry.

Andrew covers all areas of financial advice with a special interest in advising business owners, farmers, and all areas of asset protection (insurance).

Andrew is married with 2 children. He enjoys competing in car rallies, riding his motorbike, working on his farm, and spending time with his family.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualifications
    • Graduate Diploma of Financial Planning (Advanced)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Mba Wealth Solutions Pty Ltd

195 Russell St
Bathurst, NSW 2795

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Mba Wealth Solutions Pty Ltd

AFSL 240689