Who we are
Travis Morien (Perth)
Travis has a Bachelor of Science with Honours from the University of Western Australia and has completed the Diploma of Financial Planning.
Travis has been a financial planner since April 2001, when he became an authorised representative of AXA Financial Planning. A year later Travis moved to a small non-aligned financial planning firm, Taylor Financial Planners where he remained until July 2005.
Frustrated by the widespread conflicts of interest in the financial planning profession Travis decided to do something about it which included creating a popular financial planning website and in 2005 he obtained his own Australian Financial Services License through his company Australian Independent Financial Advisers Pty Ltd (originally named Compass Financial Planners Pty Ltd).
Travis is currently (March 2015) executing a succession plan to transfer his business to a partner. Please drop us an email and we will advise of the details of the new business, starting mid-March 2015.
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