Simon Coad
ADVOCATE ADVISORY PTY. LTD. · Melbourne VIC 3000 · Advising since 2001
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001003014
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ADVOCATE ADVISORY PTY. LTD. · AFSL 405576Since 1 July 2022
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2001
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2022 – presentADVOCATE ADVISORY PTY. LTD. · AFSL 405576
- CEASEDJun 2021 – May 2022BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- CEASEDSep 2020 – May 2021GWM ADVISER SERVICES PTY LTD · AFSL 230692
- CEASEDNov 2018 – Aug 2020NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
- CEASEDNov 2017 – Jul 2018MACQUARIE EQUITIES LIMITED · AFSL 237504
- CEASEDNov 2016 – Sep 2017PARADIGM WEALTH ADVISORS PTY LTD · AFSL 232459
- CEASEDJul 2010 – Oct 2016COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
- CEASEDMar 2010 – Jul 2010AAA FINANCIAL INTELLIGENCE LTD · AFSL 312478
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Advanced Diploma of Financial Planning
Kaplan Professional · 2018 · Advanced Diploma (AQF 6)
Margin Lending
Kaplan Professional · 2018 · Other
SMSF Accreditation
Kaplan Professional · 2018 · Other
Diploma of Financial Planning
Kaplan Professional · 2017 · Diploma (AQF 5)
Master of Applied Finance (Wealth Management & Financial Markets)
Kaplan Professional · 2014 · Masters Degree (AQF 9)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Simon Coad claims the profile.
Reviews
Not yet reviewed
No client has reviewed Simon Coad on Souffle yet.
Contacting Simon Coad
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ADVOCATE ADVISORY PTY. LTD. · AFSL 405576
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Simon Coad claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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