Henry Pilat Financial Planner Report

Name:
Henry Andrew Pilat

Rep Number:
000240647

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2014-10-15 onwards

Location:
Cremorne, , NSW, 0

Licensee
Name:

Number:
000241717

ABN:
58 065 736 898

Appointed By
Name:
Pilat Investment Pty Ltd

Licence Number:
000241717

ABN:
58 065 736 898

May advise on following product areas:
Non-basic Deposit Products
Derivatives
FHSA Issued non ADI
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

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

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