Meet the team

Financial Lifestyle Planning takes pride in providing personal care and support alongside quality financial advice.

We want to help you create, protect, grow and most importantly, enjoy your wealth. We have a focus on family values with an understanding that financial planning is more than just money.

We believe that financial planning is a lifelong journey. We know that journey will continually evolve and that the best outcomes are achieved by working in partnership with you.

Our goal is to help you reach your goals!

Travis SmithPrincipal Financial Adviser
Authorised Rep. Millennium3 Financial Services Pty Ltd
AFS Licence No. 258245
Download Adviser Profile

Travis has worked in the financial services industry for over 20 years, commencing Financial Lifestyle Planning in 2002.

Travis is authorised to provide advice in the following areas:

  • Personal Insurance
  • Business Insurance
  • Budget and cash flow management
  • Debt management
  • Investments
  • Superannuation
  • Self-Managed Super Funds
  • Retirement Planning
  • Centrelink/DVA
  • Estate Planning
  • Aged Care

This means Travis is able to provide advice to a broad spectrum of people from:

  • The young tradie that only wants some Income Protection to
  • “Mums and Dads” protecting their family and growing wealth to
  • Those approaching or in retirement to
  • Those entering Aged Care