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
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Peritus Private Wealth Pty Ltd
  • Advice fees
    Advice Fees From $4,400
CERTIFIED FINANCIAL PLANNER®