Financial Adviser
· MELBOURNE, VIC
Simon Coad
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003014
Simon Coad is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry since 2001. Simon is currently authorised under Advocate Advisory. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Master of Applied Finance (Wealth Management & Financial Markets) from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Master of Applied Finance (Wealth Management & Financial Markets)
Kaplan Professional
2017
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Margin Lending
Kaplan Professional
2018
SMSF Accreditation
Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
Not authorised to provide personal advice on Securities; Standard Margin Lending.
AAA FINANCIAL INTELLIGENCE LTD
Source: ASIC Financial Advisers Register