Simon Coad – Financial Adviser

Adviser identifying number: 1003014
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: PARADIGM WEALTH ADVISORS PTY LTD
Licence number: 232459
Licensee’s ABN: 77005666919
Licence controlled by: PATRICK NALTY

The date the Financial Adviser commenced the appointment: 09/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARADIGM WEALTH ADVISORS PTY LTD
Authorised Representative identifying number: 232459
Authorised Representative’s ABN: 77005666919

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Services – Deakin Financial Planning
• Master of Applied Finance – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australia (FINSIA)

Simon Coad is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation