Financial Adviser
· CREMORNE, NSW
Henry Andrew Pilat
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000240647
Henry Andrew Pilat is a financial adviser based in Cremorne, New South Wales, with 27 years of experience in the financial services industry. Henry is currently authorised under Newco Licensee Pty Ltd. Henry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from FPA. Henry is a member of Boutique Financial Planning Principals Association (BFP), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1991
BComm.
ANU
1994
BSci.
ANU
1998
Graduate Diploma in Applied Finance and Investment
FINSIA
2001
Certified Financial Planner (CFP)
FPA
2012
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2013
Life Risk Specialist (LRS)
FPA
2018
Masters of Financial Planning
Kaplan