Henry Andrew Pilat – Financial Adviser

Adviser identifying number: 240647
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: PILAT INVESTMENT PTY LTD
Licence number: 241717
Licensee’s ABN: 58065736898
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PILAT INVESTMENT PTY LTD
Authorised Representative identifying number: 241717
Authorised Representative’s ABN: 58065736898

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • BComm. – ANU
  • BSci. – ANU
  • Certified Financial Planner (CFP) – FPA
  • Life Risk Specialist (LRS) – FPA
  • SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association
  • The Financial Services Institute Of Australia (FINSIA)

Henry Andrew Pilat is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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