Financial Adviser
· SUBIACO, WA
Gerry Toutountzis
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242582
Gerry Toutountzis is a financial adviser based in Subiaco, Western Australia, with 23 years of experience in the financial services industry. Gerry is currently authorised under Agnew Financial Group Pty Ltd. Gerry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gerry holds a Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning Australia. Gerry is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning Australia
Registration History
Not authorised to provide personal advice on Margin Lending and SMSF.
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TVISION PTY LTD
Source: ASIC Financial Advisers Register