Financial Adviser · SUBIACO, WA

Gerry Toutountzis

SUBIACO, WA

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242582

Currently at

Tagema Group

Subiaco, WA (firm address)

View firm profile

Gerry Toutountzis is a financial adviser based in Subiaco, Western Australia, with 23 years of experience in the financial services industry since 2003. Gerry is currently authorised under Agnew Financial Group, operating through Tagema Group. Gerry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gerry holds a Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning Australia. Gerry is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Advanced Diploma of Financial Services (Financial Planning)

Tribeca Learning Australia

Registration History

Agnew Financial Group Pty Ltd

Jan 2023 - Present Current

Agnew Financial Group Pty Ltd

Jun 2020 - Jan 2023 Ceased

Count Financial Limited

Feb 2020 - Jun 2020 Ceased

Not authorised to provide personal advice on Margin Lending and SMSF.

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Oct 2010 - Feb 2020 Ceased

TVISION PTY LTD

Jan 2010 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register