Simon Coelho

Licensed financial adviser

Simon believes in honest financial advice so you can spend more time doing the things you enjoy with the comfort of knowing that he has your financial affairs and best interest in mind.

Working with Simon means you will receive transparent, thoughtful advice about your options so that you can make better informed decisions.

When Simon is not working, he likes spending time with his family doing whatever takes their interest. Simon also has an interest in manga/anime and martial arts.

Professional Credentials

Licenses & Authorisations

  • Simon Coelho Authorised Representative No. 1267519 and Second Story Wealth Corporate Authorised Representative No. 1267518 are authorised representatives of Interprac Financial Planning Pty Ltd AFSL 246638.

education background

  • Bachelor of Economics
  • Graduate Diploma of Financial Planning

Professional Experience

  • 5 years Advising
  • 10 years Paraplanning
  • 20+ years Financial Services Experience

Financial Services Guide

We recommend you read this Financial Services Guide (FSG) as it contains important information to help you decide whether to use any of the financial services offered by us.