Simon Mrocki
HELIO CAPITAL MANAGEMENT PTY LTD · Melbourne VIC 3004 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000288835
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- HELIO CAPITAL MANAGEMENT PTY LTD · AFSL 566090Since 2 June 2025
- Principal business address
- Melbourne VIC 3004
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- Institute of Public Accountants (IPA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2025 – presentHELIO CAPITAL MANAGEMENT PTY LTD · AFSL 566090
- CEASEDJul 2017 – May 2023LINARGO CAPITAL PTY LTD · AFSL 493670
- CEASEDApr 2014 – May 2017DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
- CEASEDSep 2012 – Apr 2014GPL (VIC) PTY LTD · AFSL 230690
- CEASEDApr 2006 – Sep 2012A.C.N. 116 900 362 LIMITED · AFSL 297239
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Bachelor of Commerce
Monash University · 2006 · Bachelor Degree (AQF 7)
Masters of Financial Planning
RMIT · 2004 · Masters Degree (AQF 9)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Simon Mrocki claims the profile.
Reviews
Not yet reviewed
No client has reviewed Simon Mrocki on Souffle yet.
Contacting Simon Mrocki
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
HELIO CAPITAL MANAGEMENT PTY LTD · AFSL 566090
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Simon Mrocki claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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