Humble, curious, honest with a sense of humor.

Simon Coad is a Principal Wealth Advisor at Simco Private Wealth.

In his role he provides advice to help others and enrich the lives of his clients by partnering with them to achieve their goals and acts as a central point for their financial needs giving them peace of mind and a sense of security.

Simon has spent many years of his career working with private clients, self employed professionals and medium to high-net-worth clientele. He is a particularly adept with wealth creation clients, structuring advice and is happy to give back to the industry by mentoring fellow advisors.

His drive in his working life is spurred by his drive to help others and to pass on his knowledge, as he says, “there is no point taking knowledge to the grave”.

When he is not in the office, he adores spending time with his wife, daughter and German Sheppard fur baby.

You will often find him lacing up his runners for a jog, and dare I say it, donning the Lycra for a cycle along the bay. Recently he has taken to Ice Skating as an activity that the family can participate in together.

He also has a passion for automobiles, owning and tinkering on a 1973 Holden Panel Van.

He enjoys travel, having extended family in Switzerland, and likes to visit them whenever possible.

We will leave you with one of Simon’s favorite quotes from Warren Buffet that he feels sums up the financial planning process:

"No matter how great the talent or efforts, some things just take time. You can't produce a baby in one month by getting nine women pregnant."

Qualifications & Associations:

• Masters of Applied Finance with double Majors - Major in Wealth Management and Major in Financial Markets.

• Advanced Diploma of Financial Planning

• Certificate for SMSF

• Certificate for Gearing

• Passed the FASEA Exam

• Financial Planner AFP Member