Simon Coad Email & Phone Number
Principle Wealth Advisor
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Simon Coad Location
- Melbourne, VIC, AU
Simon Coad Work
- Principle Wealth Advisor @ Simco Private Wealth Pty Ltd (July 2022 - Present)
- Senior Financial Adviser @ (August 2020 - May 2022)
- Senior Financial Adviser @ (October 2018 - August 2020)
- Strategic Wealth Adviser @ (October 2017 - July 2018)
- Senior Financial Planner @ (November 2016 - September 2017)
- Financial Planner @ (July 2010 - October 2016)
- Director @ Coad Investments Pty Ltd (January 2000 - January 2010)
- Customer Service Representative @ (January 1996 - June 2000)
Simon Coad Education
- Kaplan University
Certificate (Margin Lending and Geared Investments)
2011-2021 - Kaplan University
Advanced Diploma (Financial Planning)
2018-2018 - Kaplan University
Certificate (Self Managed Superannuation Funds)
2017-2017 - Kaplan University
Masters of Applied Finance (Wealth Management, Corporate Finance)
2012-2014 - Kaplan University
Graduate Diploma (Applied Finance)
2010-2012 - Kaplan University
Graduate Certificate (Applied Finance)
2009-2010 - Deakin Fianacial Planning
Advanced Diploma Financial Services (Financial PLanning)
2003-2003
Simon Coad Skills
- Strategic Financial Planning
- Relationship Management
- Wealth Accumulation
- Wealth Management
- Investments
- Financial Advisory
- Financial Services
- Insurance
- Financial Planning
- Retirement Planning
- Life Insurance
- Portfolio Management
- Investment Strategies
- Pensions
- Estate Planning
- Financial Planners
- Finance
- Equities
- Financial Risk
- Risk Management
- Asset Managment
- Term Life Insurance
- Investment Management
- Asset Allocation
- Investment Advisory
- Fixed Annuities
- Securities
- Business Relationship Management
- Superannuation
- Wealth
- Income Protection
- Wealth Management Services
- Certified Financial Planner
- Retirement
- SMSF
- High Net Worth Individuals
- Personal Financial Planning
Simon Coad Summary
- Simon Coad, based in Melbourne, VIC, AU, is currently a Principle Wealth Advisor at Simco Private Wealth Pty Ltd. Simon Coad brings experience from previous roles at MLC Australia, NAB, Macquarie Group and The Paradigm Group. Simon Coad holds a 2011 - 2021 Certificate in Margin Lending and Geared Investments @ Kaplan University. With a robust skill set that includes Strategic Financial Planning, Relationship Management, Wealth Accumulation, Wealth Management, Investments and more. Simon Coad has 1 emails and 2 mobile phone numbers on RocketReach.
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