Financial Adviser
· SUBIACO, WA
Trevor Jim Tollis
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000470641
Trevor Jim Tollis is a financial adviser based in Subiaco, Western Australia, with 12 years of experience in the financial services industry. Trevor is currently authorised under Peritus Private Wealth Pty Ltd. Trevor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Trevor 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
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Advanced Diploma of Accounting
Central TAFE
2008
Bachelor of Commerce (Accounting and Financial Planning)
Curtin University
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Certified Financial Planner
Financial Planning Association of Australia
2025
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register