Gehan Coelho

GEHAN COELHO

Principal

Gehan is a highly experienced Certified Financial Planner (CFP) affiliated with the Financial Advice Association of Australia (FAAA). Over his extensive 23-year career in the financial planning industry, he has gained valuable expertise through roles in both large financial institutions such as ASGARD and NAB, as well as smaller boutique financial planning practices.

He firmly believes that financial planning is about more than simply recommending products. Gehan places a strong emphasis on helping his clients identify and articulate their financial goals. He takes the time to truly understand what matters to them and works closely with them to develop strategies to achieve these goals. Moreover, Gehan adopts a holistic approach, working in collaboration with other specialists such as accountants, bankers, and lawyers as needed to ensure comprehensive solutions for his clients.

Gehan holds a Bachelor’s degree with a double major in Accounting & Finance, as well as a Graduate Diploma in Management from Edith Cowan University.

Beyond his professional pursuits, Gehan enjoys an active lifestyle. He is an avid gym-goer and relishes spending time with friends exploring new local dining venues. Additionally, he devotes an inordinate amount of time hanging out with his beloved boxer, Griff.