Simon Mrocki
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288835
- Location
- Melbourne VIC 3004
- Licensee
- Helio Capital Management Pty Ltd (AFSL 566090)
- Authorised since
- 2 June 2025
- First provided advice
- 2005
- Qualifications
- Masters of Financial Planning, RMIT (2004); Bachelor of Commerce, Monash University (2006)
- Memberships
- Institute of Public Accountants (IPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Mrocki
On the Financial Advisers Register kept by ASIC, Simon Mrocki appears as a current financial adviser in Melbourne, Victoria, adviser number 000288835.
The licensee Simon advises under is Helio Capital Management Pty Ltd (AFS licence 566090). The current authorisation started on 2 June 2025.
According to the register, Simon first provided financial advice in 2005. Qualifications and training on file include Masters of Financial Planning (RMIT, 2004) and Bachelor of Commerce (Monash University, 2006). Simon is recorded as a member of Institute of Public Accountants (IPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon Mrocki a registered financial adviser?
Yes. Simon Mrocki is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288835.
Which licensee does Simon Mrocki work under?
Helio Capital Management Pty Ltd, Australian financial services licence 566090.
What can Simon Mrocki give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.