Gehan Coelho

Wealth Co Advisory Pty Ltd

Platinum
16 Yrs Experience
West Perth, WA 6005
Certified Financial Planner (CFP) with the Financial Planning Association of Australia and has more than 17 years’ experience in the Wealth Management industry. I understand that financial planning is more than simply recommending a product, and takes the time to understand what is important to you. I work closely with clients, and any other specialists such as accountants, bankers and solicitors, to help them identify and achieve goals. I hold a Bachelor’s Degree with a double major in Accounting & Finance and a Graduate Diploma in Management from Edith Cowan University. Outside of work, I like to spend time at the gym, relax with my wife Michelle and our 2 fur kids, Gus and Millie. I also spend a few hours every weekend volunteering at the Shenton Park Dog Refuge.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Business Management
  • Language spoken
    • English

Wealth Co Advisory Pty Ltd

Suite 16, Bluenote Building, 162 Colin Street
West Perth, WA 6005

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Mont Partners Pty Ltd

AFSL 511061

4.90
18 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Gehan has been our Financial Adviser for over 7 years. His passion for client service and attention to detail is exceptional. Over the years we have had Grehan's support from obtaining simple insurance / super structure, to more complex advice as our little family evolved, and our priorities changed with arrival of our little girl. Having clients in similar position Gehan was able to give us advice and assist with review of our insurance requirements and super position to make sure we are on track. My husband and I highly recommend Gehan to our friends and family, as he takes time to understand our requirements and looks for the best options in the market. Thank you Gehan for all your support."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Gehan is a very assured set of hands and we feel confident in his abilities to give us the right advice in a timely manner, while keeping a broad overview of our financial position and having regard to developments in the marketplace. Gehan is also very personable and approachable and we value his assistance greatly."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been connected to Gehan for 14 years, I trust his sound knowledge and accurate advice in areas of insurance and superannuation. Gehan has years of experience, he will go above and beyond to assist in a timely manner and ensure his service is to my satisfaction. I would have no hesitation in recommending Gehan and the services he can offer."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Gehan has been my advisory for some time and he's somebody I trust with my finances. Gehan is extremely knowledgeable and instils confidence in me whenever we discuss my financial situation."

  • Superannuation
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We are very happy with Gehan's management of our Super fund. We find him very friendly and have full confidence in his expertise and guidance."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gehan has helped myself and family towards a plan for wealth creation and investments for the benefit of providing a future for ourselves and our family. Gehan is very methodical and explains the detail thoroughly and clearly. His knowledge and experience is extremely valuable."

  • Government Assistance
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have relying on Gehan's expertise for the last 5 years to help me maximise my Super and optimise my risk insurances. He has consistently shown me a way of reducing my fees and increasing my returns in a difficult investment enviroment. I have been sufficiently impressed to introduce my mother to him and allowed him to provide a similar service to her. Happy to recommend his service to anyone looking to make their Super work for them."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Gehan to be professional in his approach and his advice has been great. I feel at ease that my assets are now well protected and I am confident that I can pick up the phone or email Gehan anytime for assistance. Jules"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gehan has helped us budget better and mainly manage our cashflow better as well as sorting out our Super and Insurances. We are happy with the service Gehan and his team provide."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Gehan has always been very professional and knowledgeable in financial planning and advice. In the past 10 years that we’ve known him we’ve never had to look elsewhere for all our financial planning needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Graduate Diploma of Business Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Edith Cowan University (ECU)
Completed
2001

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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