Financial Adviser
· SUBIACO, WA
Lance Toutountzis
No disciplinary history on record with ASIC
SUBIACO,
WA
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000266978
Lance Toutountzis is a financial adviser based in Subiaco, Western Australia, with 22 years of experience in the financial services industry since 2004. Lance is currently authorised under Agnew Financial Group. Lance holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lance holds a Diploma of Financial Planning from Kaplan Professional. Lance 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
2014
Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Margin Lending and SMSF.
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TVISION PTY LTD
Source: ASIC Financial Advisers Register