Gehan Coelho

Wealth Co Advisory Pty Ltd

Platinum

18 Yrs Experience

West Perth, WA 6005

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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.

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

5.00 March 2019

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.

4.25 March 2019

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.

5.00 February 2019

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.

4.75 February 2019

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.

4.75 February 2019

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.

Adviser status Platinum
Rating 4.89
Number of reviews 18
First year providing advice 2006
Years of experience 18
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

8:00am – 5:00pm Monday – Friday

Mont Partners Pty Ltd

AFSL 511061

Gehan Coelho

Wealth Co Advisory Pty Ltd

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Wealth Co Advisory Pty Ltd

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Mont Partners Pty Ltd