Simon Trent Hele
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245496
- Location
- Adelaide SA 5000
- Licensee
- Perks Private Wealth Pty Ltd (AFSL 236551)
- Authorised since
- 1 January 2004
- First provided advice
- 1995
- Qualifications
- Bachelor of Education (Upper Primary/Lower Secondary), The Flinders University of South Australia (1993); Diploma of Financial Planning, Financial Planning Association (2004); CFP Certification Program, Financial Planning Association (2011); RG146 Licensing Compliance: Self-managed Superannuation Funds, Financial Education Professionals (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association Australia (FAAA)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Trent Hele
On the Financial Advisers Register kept by ASIC, Simon Trent Hele appears as a current financial adviser in Adelaide, South Australia, adviser number 000245496.
Simon provides advice as an authorised representative of Perks Private Wealth Pty Ltd, which holds Australian financial services licence 236551. The current authorisation started on 1 January 2004.
According to the register, Simon first provided financial advice in 1995. Qualifications and training on file include Bachelor of Education (Upper Primary/Lower Secondary) (The Flinders University of South Australia, 1993), Diploma of Financial Planning (Financial Planning Association, 2004) and CFP Certification Program (Financial Planning Association, 2011). Simon is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Trent Hele a registered financial adviser?
Yes. Simon Trent Hele is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245496.
Which licensee does Simon Trent Hele work under?
Perks Private Wealth Pty Ltd, Australian financial services licence 236551.
What can Simon Trent Hele 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; derivatives.