TREVOR JIM TOLLIS (Adviser# 000470641) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is December 15, 2014.
| Register Name | Financial Advisers |
| Adviser Name | TREVOR JIM TOLLIS |
| Adviser Number | 000470641 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000238064 PERITUS PRIVATE WEALTH PTY LTD |
| Licence ABN | 63062432839 |
| Licence Controlled By | MICHAEL SCAFFIDI |
| Adviser Start Date | 2014-12-15 |
| Appointing Representative Name | PERITUS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000238064 |
| Appointing Representative ABN | 63062432839 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Accounting | Central TAFE |
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Bachelor of Commerce, Accounting and Financial Planning | Curtin University of Technology |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238064 |
PERITUS PRIVATE WEALTH PTY LTD
Licence controlled by: MICHAEL SCAFFIDI |
2014-12-15 - | PERITUS PRIVATE WEALTH PTY LTD |
| 000238064 |
PERITUS PRIVATE WEALTH PTY LTD
Licence controlled by: MICHAEL SCAFFIDI |
2010-07-01 - 2015-03-20 |
| Licence Name | PERITUS PRIVATE WEALTH PTY LTD |
| Licence Number | 000238064 |
| Licence ABN | 63062432839 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARK ANTHONY OOSTERLING | Peritus Private Wealth Pty Ltd | Current | 2007-09-10 |
| MICHAEL SCAFFIDI | Peritus Private Wealth Pty Ltd | Current | 2004-10-12 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARK ANTHONY OOSTERLING | Peritus Private Wealth Pty Ltd | Current | 2007-09-10 |
| MICHAEL SCAFFIDI | Peritus Private Wealth Pty Ltd | Current | 2004-10-12 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.