Simon Coad
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003014
- Location
- Melbourne VIC 3000
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 1 July 2022
- First provided advice
- 2001
- Qualifications
- Master of Applied Finance (Wealth Management & Financial Markets), Kaplan Professional (2014); Diploma of Financial Planning, Kaplan Professional (2017); Advanced Diploma of Financial Planning, Kaplan Professional (2018); Margin Lending, Kaplan Professional (2018); SMSF Accreditation, Kaplan Professional (2018)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Coad
On the Financial Advisers Register kept by ASIC, Simon Coad appears as a current financial adviser in Melbourne, Victoria, adviser number 001003014.
Advice is given under the Australian financial services licence of Advocate Advisory Pty. Ltd., licence number 405576. The current authorisation started on 1 July 2022.
The register records 2001 as the year Simon first provided financial advice. Qualifications and training on file include Master of Applied Finance (Wealth Management & Financial Markets) (Kaplan Professional, 2014), Diploma of Financial Planning (Kaplan Professional, 2017) and Advanced Diploma of Financial Planning (Kaplan Professional, 2018).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon Coad a registered financial adviser?
Yes. Simon Coad is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003014.
Which licensee does Simon Coad work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Simon Coad give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.