Simon Coelho
Financial Adviser in Riverwood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267519
- Location
- Riverwood NSW 2210
- Licensee
- Interprac Financial Planning Pty Ltd (AFSL 246638)
- Authorised since
- 1 April 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Economics, Macquarie University (1998); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2004); Diploma of Financial Planning, International Institute of Technology (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Coelho
On the Financial Advisers Register kept by ASIC, Simon Coelho appears as a current financial adviser in Riverwood, New South Wales, adviser number 001267519.
The licensee Simon advises under is Interprac Financial Planning Pty Ltd (AFS licence 246638). The current authorisation started on 1 April 2021.
The register records 2014 as the year Simon first provided financial advice. The qualifications listed for Simon include Bachelor of Economics (Macquarie University, 1998), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2004) and Diploma of Financial Planning (International Institute of Technology, 2017).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Coelho a registered financial adviser?
Yes. Simon Coelho is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267519.
Which licensee does Simon Coelho work under?
Interprac Financial Planning Pty Ltd, Australian financial services licence 246638.
What can Simon Coelho give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.