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Henry Pilat

 

Henry Pilat is a Certified Financial Planner© with over 20 years of advisory experience and has passed the FASEA exam.

 

He is also a SMSF Specialist Adviser, FPA Life Risk Specialist, Accredited Aged Care Professional and a Fellow of FINSIA.

 

Before all of this he completed two degrees at the ANU, being BComm and BSc.

 

He has now also completed a Masters of Financial Planning.

 

​If you think we can work together then contact us.

Mob: 0409 393 225         Email:   Henry@hpadvisory.com.au

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​​Kathryn Pilat

Kathryn Pilat is a Certified Financial Planner© with 20 years of advisory experience and has passed the FASEA exam.

 

Kathryn offers professional financial planning advice to Private and Business clients for them to achieve their goals by providing full scope financial service tailored to the needs.

We provide advice on all personal financial and investment matters.

Our services include:

  • Superannuation

  • Investment Planning

  • Budgeting

  • Managed Funds

  • Retirement Planning

  • Self-Managed Super funds

  • Estate Planning

  • Life, Trauma and Income Protection insurance

  • Portfolio review services

Kathryn holds the following qualifications: Certified Financial Planner and a Graduate Diploma of Financial Planning.

​If you think we can work together then contact us.

Mob: 0404 441 596         Email:   Kathryn@hpadvisory.com.au

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CONTACT US

 

​Level 56, MLC Centre, Martin Place, 

Sydney NSW 2000

By appointment only.

PO Box 758

Cremorne Junction NSW 2090

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