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- Financial Advisers Australia (FAA)
- Simon Coad
Simon Coad
- Name
- Simon Coad
- ID
- 1003014
- ABN
- –
- First Provided Advice
- 2001
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2014 - Master of Applied Finance (Wealth Management & Financial Markets) - Masters Degree (AQF 9) - Kaplan Australia
- 2017 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Australia
- 2018 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Bridges Financial Services Pty Limited (#240837)
- Commenced
- June 1, 2021
- Ceased
- May 9, 2022
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Sept. 1, 2020
- Ceased
- May 31, 2021
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- Nov. 13, 2018
- Ceased
- Aug. 31, 2020
- Status
- Current
- Licence Holder
- Advocate Advisory Pty. Ltd. (#405576)
- Commenced
- July 1, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Aaa Financial Intelligence Ltd (#312478)
- Commenced
- March 20, 2010
- Ceased
- July 2, 2010
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- July 22, 2010
- Ceased
- Oct. 14, 2016
- Status
- Ceased
- Licence Holder
- Macquarie Equities Limited (#237504)
- Commenced
- Nov. 14, 2017
- Ceased
- July 16, 2018
- Status
- Ceased
- Licence Holder
- Paradigm Wealth Advisors Pty Ltd (#232459)
- Commenced
- Nov. 9, 2016
- Ceased
- Sept. 1, 2017