Conrad Travers
Principal Consultant at Tangelo Advice Consulting | Melbourne, Victoria, Australia
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As the Principal Consultant at Tangelo Advice Consulting, which I co-founded in 2019 with Selin Ertac, I am deeply committed to reshaping the landscape of financial advice and wealth management. Our vision was to establish a consultancy that transcends traditional models, offering a hybrid approach that combines deep industry expertise with practical, actionable solutions tailored to clients of all sizes. At Tangelo, we pride ourselves on our passion for the financial services sector, recognizing its critical role in empowering individuals and businesses to achieve their financial goals.
In my current role, I lead key projects that focus on business transformation and change management, helping clients navigate the complexities of the financial landscape. My expertise in stakeholder management allows me to build strong relationships with clients, ensuring that we understand their unique challenges and objectives. By leveraging my skills in risk management and business strategy, I guide organizations through the intricacies of compliance and regulatory requirements, enabling them to thrive in a competitive environment.
One of our flagship projects involves developing innovative wealth management strategies that align with evolving market trends and client expectations. This initiative not only enhances our clients' service offerings but also positions them as leaders in the financial advice industry. At Tangelo, we are dedicated to fostering a culture of continuous improvement and learning, ensuring that our consultants remain at the forefront of industry developments. Together, we are transforming the way financial advice is delivered, making it more accessible, effective, and client-centric.
Principal Consultant at Tangelo Advice Consulting in April 2019 to Present
Head of Paraplanning & Managed Accounts Services (Acting) at IOOF Holdings Ltd in January 2019 to March 2019
Head of Professional Development at IOOF Holdings Ltd in October 2018 to December 2018
Head of Professional Development, ANZ Wealth Australia at ANZ in December 2017 to October 2018
Head of Advice Business Controls & Governance at ANZ in November 2015 to December 2017
Head of Business Enablement ANZ Financial Planning at ANZ in August 2012 to November 2015
Chief of Staff, ANZ Wealth at ANZ in February 2009 to July 2012
Strategic Analyst at ING in January 2008 to January 2009
Adviser Services Manager at ING New Zealand in January 2005 to January 2008
Research Analyst at Spicers Wealth Management in January 2003 to January 2005
Investment Administrator at Assure New Zealand in January 2001 to January 2003
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Victoria University of Wellington, BA (Hons)
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Leadership
Business Strategy
Stakeholder Management
Business Transformation
Management
Financial Services
Wealth Management
Change Management
Risk Management
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Discover more about Tangelo Advice ConsultingWhat is Conrad Travers email address?
Email Conrad Travers at [email protected]. This email is the most updated Conrad Travers's email found in 2026.
How to contact Conrad Travers?
To contact Conrad Travers send an email to [email protected].
What company does Conrad Travers work for?
Conrad Travers works for Tangelo Advice Consulting
What is Conrad Travers's role at Tangelo Advice Consulting?
Conrad Travers is Principal Consultant
What is Conrad Travers's Phone Number?
Conrad Travers's phone (416) ***-*149
What industry does Conrad Travers work in?
Conrad Travers works in the Financial Services industry.
Conrad Travers Email Addresses
Conrad Travers Phone Numbers
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