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Simon Coad is listed as Principle Wealth Advisor at Simco Private Wealth Pty Ltd, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at cba.com.au and a matched LinkedIn profile for Simon Coad.
Simon Coad previously worked as Senior Financial Adviser at Mlc Australia and Senior Financial Adviser at Nab. Simon Coad holds Masters Of Applied Finance, Wealth Management, Corporate Finance from Kaplan University.
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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.
Listed skills include Wealth Management, Retirement Planning, Strategic Financial Planning, Investments, and 32 others.
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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.
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
Melbourne, Australia
Boutique HNW Financial Planning Practice
Providing wealth management advice to a broad range of clients.
Director and Financial Planner of boutique financial services firm
Melbourne, Australia
Call centre operator in a superannuation administration company.
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Simon Coad works for Simco Private Wealth Pty Ltd.
Simon Coad is listed as Principle Wealth Advisor at Simco Private Wealth Pty Ltd.
AeroLeads has found 1 work email signal at @cba.com.au for Simon Coad at Simco Private Wealth Pty Ltd.
Simon Coad is based in Melbourne, Victoria, Australia while working with Simco Private Wealth Pty Ltd.
Simon Coad has worked for Simco Private Wealth Pty Ltd, Mlc Australia, Nab, Macquarie Group, and The Paradigm Group.
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Simon Coad holds Masters Of Applied Finance, Wealth Management, Corporate Finance from Kaplan University.
Simon Coad is listed with skills including Wealth Management, Retirement Planning, Strategic Financial Planning, Investments, Superannuation, Portfolio Management, Wealth, and Investment Strategies.
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