Financial Adviser · DONCASTER, VIC

Alex Trikolas

DONCASTER, VIC

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242171

Licensee

Synchron Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Alex Trikolas

Alex Trikolas is a financial adviser based in Doncaster, Victoria, with 37 years of experience in the financial services industry since 1989. Alex is currently authorised under Synchron Advice. Alex holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alex's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Alex is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Superannuation authorisation excludes Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Arts

2003

Certified Financial Planner

Financial Planning Association of Australia Limited

2003

Diploma of Financial Plannning

Financial Planning Association of Australia Limited

Registration History

Synchron Advice Pty Ltd

May 2022 - Present Current

Superannuation authorisation excludes Self-Managed Superannuation Funds

Consultum Financial Advisers Pty Ltd

Oct 2018 - Apr 2022 Ceased

Advice on superannuation excludes self managed superannuation funds

APOGEE FINANCIAL PLANNING PTY LTD

Oct 2006 - Oct 2018 Ceased

CALLIDEN INSURANCE LIMITED

Dec 2003 - Oct 2006 Ceased

Source: ASIC Financial Advisers Register