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