Travis Baldock

Contact info

Travis Baldock

Financial Planner

About me

Travis graduated from Victoria University with a Bachelor of Business, majoring in Financial Risk Management. HeĀ entered the industry through the AMP Adviser Academy, AMP Horizons Financial Group in 2017. This was the first stepping stone in what Travis hopes to be a long and successful career in Financial Planning. He plans on undertaking further study in the future to complete his Masters of Financial Planning and his SMSF accreditation.

He has a passion for Financial Planning and values building strong client relationships. Giving a personalised service allows clients to achieve their best financial outcomes.

Travis was drawn to Oak Financial Planning because of the integrity of the advisers and their team environment.

Interests

Travis enjoys getting outdoors in his spare time, whether that be camping, 4-wheel driving, surfing, snowboarding, fishing, golf or playing football for his local club.

Skills

Superannuation
100%
Budgeting
100%
Insurance
100%
Transition to retirement
100%