Trevor Tollis Email

Associate Director @ Peritus Private Wealth Pty Ltd

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Trevor Tollis's Location

Kallaroo, WA, AU

Trevor Tollis's Work

Associate Director @ Peritus Private Wealth Pty Ltd
Paraplanner @ Peritus Private Wealth Pty Ltd
Paraplanner @ BDO Private Wealth (WA) Pty Ltd

Accountant and Corporate Secretarial Officer @ PKF Chartered Accountants
Assistant Accountant and Payroll Officer @ W.K.Witt Pty Ltd

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Trevor Tollis's Education

Kaplan
Advanced diploma of financial planning (Accounting and Finance)
2010 - 2012
Kaplan
Derivatives and Margin Lending
2011 - 2011
Curtin University
Bachelor of Commerce (B.Com.) (Accounting and Financial Planning)
2004 - 2008

TAFE Perth college
Advanced Diploma of Accounting (Accounting and Business/Management)
1995 - 2008
Warick Senior High School
Certificate of business and administration (Business/Commerce, General)
1990 - 1994
Warwick Senior High School
Certificate in Busines Studies/Solutions (Business/Commerce, General)
1989 - 1994
Warwick Senior High School

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Trevor Tollis's Skills

SMSF
Superannuation
Wealth

Tax Advisory
Estate Planning
Strategic Financial Planning
Investments
Pensions
Retirement Planning
Tax

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Trevor Tollis's Summary

Trevor Tollis, based in Kallaroo, WA, AU, is currently a Associate Director at Peritus Private Wealth Pty Ltd, bringing experience from previous roles at Peritus Private Wealth Pty Ltd, BDO Private Wealth (WA) Pty Ltd, PKF Chartered Accountants and W.K.Witt Pty Ltd. Trevor Tollis holds a 2010 - 2012 Advanced diploma of financial planning in Accounting and Finance @ Kaplan. With a robust skill set that includes SMSF, Superannuation, Wealth, Tax Advisory, Estate Planning and more, Trevor Tollis contributes valuable insights to the industry. Trevor Tollis has 2 emails on RocketReach.