Financial Adviser
· ADELAIDE, SA
Simon Trent Hele
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245496
Simon Trent Hele is a financial adviser based in Adelaide, South Australia, with 31 years of experience in the financial services industry since 1995. Simon is currently authorised under Perks Private Wealth. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a CFP Certification Program from Financial Planning Association. Simon is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Education (Upper Primary/Lower Secondary)
The Flinders University of South Australia
2004
Diploma of Financial Planning
Financial Planning Association
2011
CFP Certification Program
Financial Planning Association
2017
RG146 Licensing Compliance: Self-managed Superannuation Funds
Financial Education Professionals
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan