Simon Hele

Director - Perks Wealth Management

“Honesty and consistency are essential to a relationship built on trust. There is no other way.”

Simon Hele is a Director and Authorised Representative of Perks Wealth Management.

Advising and managing clients’ wealth for over a decade, Simon has built a depth of technical expertise through his early role as a paraplanner. Drawn to strategy design, Simon naturally progressed to financial planning and advisory.

His key areas of focus have broadened to include integrated financial planning, securities, tax-effective investment planning strategies, superannuation, and retirement planning.

Acutely conscious of his clients’ unique financial objectives, Simon conceives each strategy with a broad prospective and open thinking - an approach critical to achieving his clients’ wide-ranging goals.

Providing personalised and active advice, Simon has helped clients nurture and protect their financial position through his strong focus on minimising risk and vigorous pursuit of opportunities.

His quiet drive, strong work ethic and determination have been clearly demonstrated on the football field, as the former Captain of the Glenelg Football Club. Retiring after a milestone 200 games, Simon now spends his time amongst the company of his family and friends.

  +61 8 8273 9209
shele@perks.com.au

Qualifications:

• Certified Financial Planner
• Diploma of Financial Planning
• Bachelor of Education

Key areas of expertise:

• Integrated Financial Planning
• Securities (including shares, managed funds and property trusts)
• Tax Effective Investment Planning Strategies
• Superannuation Advice
• Self Managed Superannuation Funds
• Retirement Planning