Financial Adviser
· RIVERWOOD, NSW
Simon Coelho
No disciplinary history on record with ASIC
RIVERWOOD,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267519
Simon Coelho is a financial adviser based in Riverwood, New South Wales, with 12 years of experience in the financial services industry since 2014. Simon is currently authorised under Interprac Financial Planning, operating through Second Story Wealth. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Economics from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Economics
Macquarie University
2004
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Diploma of Financial Planning
International Institute of Technology
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited