Trevor Tollis CFP®
About Me
Hello! I'm Trevor Tollis, a dedicated financial adviser with a strong background in helping clients navigate their financial journey. I hold multiple qualifications in financial planning, ensuring that you receive quality advice tailored to your needs. With extensive experience in the financial industry, I focus on delivering personalised solutions to help you achieve your financial goals, whether they are related to retirement planning, investment, tax strategies, or risk management.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 10 Years
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Licensed By Peritus Private Wealth Pty Ltd
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Advice Fees From $4,400