Simon Coelho's Location
Riverwood, NSW, AU
Simon Coelho's Work
- Financial Adviser and Business Owner @ Second Story Wealth
- Paraplanner @ Australian Unity Personal Financial Services Ltd
- Paraplanner @ Bridgeport Financial Services
- Paraplanner @ Sole Trader
- Associate Advisor @ countplus one
- Paraplanner @ Count Financial
- Financial Planner @ Commonwealth Financial Planning
- Servicing Planner @ Commonwealth Financial Planning
- Paraplanner @ Commonwealth Bank
- Client Manager @ Macquarie Group
Simon Coelho's Education
- Macquarie University
Bachelor of Economics (Economics)
1994 - 1998 - International Institute of Technology
Diploma of Financial Planning
- Kaplan Professional (formerly Securities Institute of Australia)
Graduate Diploma of Financial Planning (Financial Planning)
Simon Coelho's Skills
- Financial Services
- Investments
- Wealth Management
- Financial Planning
- Retirement Planning
- Superannuation
- Personal Financial Planning
- Financial Advisory
- Insurance
Simon Coelho's Summary
Simon Coelho, based in Riverwood, NSW, AU, is currently a Financial Adviser and Business Owner at Second Story Wealth, bringing experience from previous roles at Australian Unity Personal Financial Services Ltd, Bridgeport Financial Services, Sole Trader and countplus one. Simon Coelho holds a 1994 - 1998 Bachelor of Economics in Economics @ Macquarie University. With a robust skill set that includes Financial Services, Investments, Wealth Management, Financial Planning, Retirement Planning and more, Simon Coelho contributes valuable insights to the industry. Simon Coelho has 2 emails on RocketReach.
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