Trevor Jim Tollis
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000470641
- Location
- Subiaco WA 6008
- Licensee
- Peritus Private Wealth Pty Ltd (AFSL 238064)
- Authorised since
- 15 December 2014
- First provided advice
- 2014
- Qualifications
- Advanced Diploma of Accounting, Central TAFE (2003); Bachelor of Commerce (Accounting and Financial Planning), Curtin University (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certified Financial Planner, Financial Planning Association of Australia (2017); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Trevor Jim Tollis
Trevor Jim Tollis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Subiaco, Western Australia (adviser number 000470641).
Advice is given under the Australian financial services licence of Peritus Private Wealth Pty Ltd, licence number 238064. The current authorisation started on 15 December 2014.
According to the register, Trevor first provided financial advice in 2014. Qualifications and training on file include Advanced Diploma of Accounting (Central TAFE, 2003), Bachelor of Commerce (Accounting and Financial Planning) (Curtin University, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Trevor is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Trevor Jim Tollis a registered financial adviser?
Yes. Trevor Jim Tollis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000470641.
Which licensee does Trevor Jim Tollis work under?
Peritus Private Wealth Pty Ltd, Australian financial services licence 238064.
What can Trevor Jim Tollis 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; standard margin lending; derivatives.