Lance Toutountzis
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000266978
- Location
- Subiaco WA 6008
- Licensee
- Agnew Financial Group Pty Ltd (AFSL 521132)
- Authorised since
- 29 June 2020
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2014)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Lance Toutountzis
On the Financial Advisers Register kept by ASIC, Lance Toutountzis appears as a current financial adviser in Subiaco, Western Australia, adviser number 000266978.
The licensee Lance advises under is Agnew Financial Group Pty Ltd (AFS licence 521132). That authorisation dates from 29 June 2020.
The register records 2004 as the year Lance first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2014). Lance is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lance Toutountzis a registered financial adviser?
Yes. Lance Toutountzis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000266978.
Which licensee does Lance Toutountzis work under?
Agnew Financial Group Pty Ltd, Australian financial services licence 521132.
What can Lance Toutountzis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.