SIMON TRENT HELE
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1993 - Bachelor of Education (Upper Primary/Lower Secondary) - Bachelor Degree (AQF 7) - 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 - Other - Financial Education Professionals
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association Australia (FAAA)
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.