TREVOR JIM TOLLIS
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2003 - Advanced Diploma of Accounting - - Central TAFE
2008 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - 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) - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.