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Simon Tarrant
BBus CA DipFP
Private Client Adviser
My goal is to assist my clients to grow wealth through a holistic approach to financial planning.
Prior to joining Morgans, Simon worked as a Chartered Accountant in both Australia and New Zealand, where he worked with clients to set and achieve their financial goals.
Investment Style
Simon offers advice across a broad range of asset classes where he utilises his accounting background to offer clients an end to end financial strategy to assist them in achieving their financial goals.
Services and Specialties
Self-Managed Super Funds
Retirement and Estate Planning
Investment Advice
Personal Insurance
Financial Planning
Superannuation Advice
Qualifications and Professional Affiliations
Graduate Diploma of Chartered Accounting
Diploma of Financial Planning
Bachelor of Business (Accounting)
Associations
Chartered Accountants Australia and New Zealand (CA)
Competencies
Securities
Managed Investments
FASEA Financial Adviser Exam
Superannuation
Financial Planning
Generic
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Life Insurance
Margin Lending
Tax (financial) Adviser
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gosford. My employer remunerates me by way of salary and percentage of fees.
