SIMON COAD

Financial Adviser · Melbourne, VIC

Registered

SIMON COAD is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2001, based in Melbourne, Victoria. They are authorised to provide advice under BRIDGES FINANCIAL SERVICES PTY LIMITED (AFSL licence #000240837). Registered qualifications on file include 2014 - Master of Applied Finance (Wealth Management & Financial Markets) - Masters Degree (AQF 9) - Kaplan Professional, 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional, 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional.

Registration Number

001003014

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2001

Registration Date

01/06/2021

Financial Services Licensee

BRIDGES FINANCIAL SERVICES PTY LIMITED

Licence #000240837

📚 Qualifications & Training

2014 - Master of Applied Finance (Wealth Management & Financial Markets) - Masters Degree (AQF 9) - Kaplan Professional
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Margin Lending - Other - Kaplan Professional
2018 - SMSF Accreditation - Other - Kaplan Professional

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.