Nathan Coad
Paraplanner
Behind every great financial plan is detailed analysis, careful scenario modelling, and meticulous preparation. That's where Nathan Coad comes in.
As UNICA's Paraplanner, Nathan works closely with the advisory team to develop comprehensive financial plans. He's responsible for the data analysis, strategy documents, and investment recommendations that ensure each plan is tailored to the client's long-term goals. Currently completing his Graduate Diploma of Financial Planning, Nathan is building the foundation for a future advisory career.
It's fulfilling to see the positive impact we can make in our clients' lives and to form strong relationships with them in the process.
What he enjoys most is the collaboration - working with clients and advisers to craft clear plans and seeing the positive impact that good guidance can have on people's lives.
Outside work, Nathan enjoys spending time with friends and family, keeping up with all things sport, and exploring everything Tasmania has to offer.
Qualifications
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The UNICA Team
Dominic Mulcahy
Managing Director & Private Client Adviser
Duncan Macgill
Director & Chief Operating Officer
Luke Roberts
Director & Private Client Adviser
Cameron Pereira
Director & Senior Client Adviser
Jock Calvert
Private Client Adviser
Callum Tabor
Private Client Adviser
Matthew Barker
Private Client Adviser
Felicity Shadbolt
Provisional Financial Adviser
Elli Dance
Client Services Manager & Admin Officer
Rebecca Luckcock
Client Services & Administration Officer (CSAO)
Kristy Williams
Client Services & Administration Officer (CSAO)
Rebeckah Howard
Client Services & Administration Officer (CSAO)
Sophie Loenneker
Client Services & Administration Officer (CSAO)
Nicola Kirkwood
Client Services & Admin Officer (CSAO)
Joanne Ola-Brown
Reception & Administration Support