Simon Trent Hele – Financial Adviser

Adviser identifying number: 245496
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: PERKS WEALTH MANAGEMENT PTY LTD
Licence number: 236551
Licensee’s ABN: 88086643058
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERKS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000236551
Authorised Representative’s ABN: 88086643058

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• CFP Certification Program – Financial Planning Association
• Diploma of Financial Planning – Financial Planning Association

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Simon Trent Hele is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products
• FHSA Issued non ADI