Henry Pilat
Financial Adviser
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About
Henry Pilat is an ASIC-registered financial adviser based in Cremorne, NSW, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation including a BComm. and BSci. from ANU, a Graduate Diploma in Applied Finance and Investment from FINSIA, and a Masters of Financial Planning from Kaplan, Henry combines extensive knowledge with practical experience. Henry holds several prestigious certifications, including Certified Financial Planner (CFP), SMSF Specialist Advisor (SSA), and Life Risk Specialist (LRS), demonstrating his commitment to upholding the highest professional standards. He is also a member of the Boutique Financial Planning Principals Association (BFP), the Financial Advice Association of Australia (FAAA), and the SMSF Association, ensuring he stays at the forefront of industry developments. Authorised to provide advice on a comprehensive range of financial products, Henry specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. His expertise allows him to create personalized strategies that address each client's unique circumstances and aspirations. Key services include: • Superannuation and Retirement Planning • Wealth Management and Investment Strategies • Life and Risk Insurance • SMSF Advice Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your assets, Henry is here to guide you every step of the way. Contact Henry today to schedule a consultation and discover how he can help you achieve financial security and peace of mind.
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Frequently Asked Questions
What types of financial advice does Henry Pilat offer?
Henry Pilat provides advice on superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Henry Pilat have?
Henry holds a BComm. and BSci. from ANU, a Graduate Diploma in Applied Finance and Investment from FINSIA, is a Certified Financial Planner (CFP), an SMSF Specialist Advisor (SSA), a Life Risk Specialist (LRS), and holds a Masters of Financial Planning from Kaplan.
What is Henry Pilat's approach to financial planning?
Henry takes a personalized approach, tailoring financial strategies to each client's unique circumstances and goals. He focuses on building long-term relationships based on trust and understanding.
How can Henry Pilat help me plan for my retirement?
Henry can help you develop a comprehensive retirement plan that includes strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement income.
What should I expect during my first meeting with Henry Pilat?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Henry will then outline how he can help you achieve your objectives and answer any questions you may have about his services and approach.
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