Simon Coad

Simon Coad Email and Phone Number

MAppFin, ADFP | Senior Financial Adviser | Strategic Advice | Relationship Management | Wealth Accumulation | Seeking NFP Board Opportunities @
Simon Coad's Location
Melbourne, Victoria, Australia, Australia
Simon Coad's Contact Details
About Simon Coad

Where I can give the most gain is by empowering families and individuals to achieve financial peace of mind and security, allowing time to focus on what is important like family, health or planning that next getaway. This leads my clients to feeling more in control of their finances, reducing stress and anxiety and being comfortable about their financial situation.Often partnering with C suite, executives, health professionals and business owners I am practiced with taking the workload of managing the often-complex financial structures and driving the high level direction of the financial goals being targeted. I am supported by my team that are attention to detail focused, process driven to deliver your results and I have access to team of investment researchers as well as being able to partner with investment bankers for wholesale clients. Many of my clients are women in positions of power who are often the sole or main bread winner of the family. With a daughter of my own, I am a big believer of equality for women along with the broader diversification that this brings to a workplace. The main markets that I service are people and companies in the wealth creation phase of their lifecycle and I have expertise with health industry clients, private bank clients and clients with high family incomes, commonly referred to as the medium to high net worth clients. My world outside of work life revolves around my wife, daughter and our German Sheppard Dog. Should some ever fleeting times arise for me time in this busy life we lead, I enjoy going for a run (currently training for a marathon), taking my dog for a walk, visiting extended family in Switzerland and dare I say it, having the occasional social sip of Vino paired with a sumptuous meal or cheese platter.I enjoy networking and I am always happy to have a conversation and to network with you so please feel free to contact me on 0412 577 115, message me on LinkedIn.

Simon Coad's Current Company Details
Simco Private Wealth Pty Ltd

Simco Private Wealth Pty Ltd

MAppFin, ADFP | Senior Financial Adviser | Strategic Advice | Relationship Management | Wealth Accumulation | Seeking NFP Board Opportunities
Simon Coad Work Experience Details
  • Simco Private Wealth Pty Ltd
    Principle Wealth Advisor
    Simco Private Wealth Pty Ltd Jul 2022 - Present
    Melbourne, Victoria, Australia
    Wealth advisor to medium to high net worth individuals and families with an aim to help others and enrich the lives of those around us.I provide holistic financial advice based on clients goals and objectives.
  • Mlc Australia
    Senior Financial Adviser
    Mlc Australia Aug 2020 - May 2022
    Carlton, Victoria, Australia
    Member of the Professionalism and Integrity CommitteeMember if the Investment Philosophy Consultative CommitteeOpened two new centres of influence in the organisation that we partner withWorked on many consultative groups within the organisationMentor to multiple colleagues both in and outside of my team
  • Nab
    Senior Financial Adviser
    Nab Oct 2018 - Aug 2020
    Melbourne, Australia
  • Macquarie Group
    Strategic Wealth Adviser
    Macquarie Group Oct 2017 - Jul 2018
    Melbourne, Australia
  • The Paradigm Group
    Senior Financial Planner
    The Paradigm Group Nov 2016 - Sep 2017
    Melbourne, Australia
    Boutique HNW Financial Planning Practice
  • Commonwealth Bank Of Australia
    Financial Planner
    Commonwealth Bank Of Australia Jul 2010 - Oct 2016
    Providing wealth management advice to a broad range of clients.
  • Coad Investments Pty Ltd
    Director
    Coad Investments Pty Ltd 2000 - 2010
    Director and Financial Planner of boutique financial services firm
  • Australian Administration Services
    Customer Service Representative
    Australian Administration Services Jan 1996 - Jun 2000
    Melbourne, Australia
    Call centre operator in a superannuation administration company.

Simon Coad Skills

Wealth Management Retirement Planning Strategic Financial Planning Investments Superannuation Portfolio Management Wealth Investment Strategies Financial Advisory Retirement Income Protection Estate Planning Equities Wealth Accumulation Asset Allocation Pensions Asset Managment Financial Risk Financial Planners Wealth Management Services Life Insurance Financial Services Certified Financial Planner Investment Advisory Insurance Relationship Management Finance Fixed Annuities Smsf Term Life Insurance High Net Worth Individuals Securities Financial Planning Risk Management Business Relationship Management Investment Management

Simon Coad Education Details

Frequently Asked Questions about Simon Coad

What company does Simon Coad work for?

Simon Coad works for Simco Private Wealth Pty Ltd

What is Simon Coad's role at the current company?

Simon Coad's current role is MAppFin, ADFP | Senior Financial Adviser | Strategic Advice | Relationship Management | Wealth Accumulation | Seeking NFP Board Opportunities.

What is Simon Coad's email address?

Simon Coad's email address is si****@****.com.au

What schools did Simon Coad attend?

Simon Coad attended Kaplan University, Kaplan University, Kaplan University, Kaplan University, Deakin Fianacial Planning, Kaplan University, Kaplan University.

What are some of Simon Coad's interests?

Simon Coad has interest in Family, My Interests Are Running, Social Services, Children, Economic Empowerment, Environment, Education, Property Development And Investing, Restoration Of Classic Cars, Human Rights.

What skills is Simon Coad known for?

Simon Coad has skills like Wealth Management, Retirement Planning, Strategic Financial Planning, Investments, Superannuation, Portfolio Management, Wealth, Investment Strategies, Financial Advisory, Retirement, Income Protection, Estate Planning.

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