Travis Francis Stanley

Name
Travis Francis Stanley
ID
1235710
ABN
–
First Provided Advice
2015

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2015 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd
  • 2016 - Advanced Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd
  • 2016 - SMSF - Other - Pinnacle Financial Services Academy
  • 2017 - Graduate Certificate in Financial Planning - - Kaplan Professional
  • 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional Education
  • 2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
A.c.n. 603 037 510 Pty Ltd (#494274)
Commenced
March 15, 2021
Ceased
June 30, 2022
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Sept. 24, 2019
Ceased
Feb. 26, 2021
Status
Ceased
Licence Holder
Hnw Planning Pty Ltd (#225216)
Commenced
July 1, 2022
Ceased
Feb. 16, 2024
Status
Ceased
Licence Holder
Hnw Planning Pty Ltd (#225216)
Commenced
Feb. 19, 2024
Ceased
May 31, 2024
Status
Current
Licence Holder
Cobalt Advisers Pty ltd (#512550)
Commenced
June 1, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Anne Street Partners Financial Services Pty Ltd (#258853)
Commenced
Nov. 17, 2016
Ceased
Aug. 31, 2019
Status
Ceased
Licence Holder
Henderson Matusch Pty Ltd (#274484)
Commenced
Sept. 24, 2015
Ceased
Oct. 11, 2016