Simon Callaghan
CFA
Financial Adviser
I consider your current circumstances and future objectives collectively when providing comprehensive advice across all areas of investments, superannuation and personal insurance.
Simon has been working in the financial services industry since 2010. His range of experience includes; equities research and valuation, portfolio management, personal insurance and superannuation. Simon has completed the Chartered Financial Analyst program, a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland and a Diploma of Financial Planning from Kaplan.
Investment Style
Simon provides comprehensive financial advice that is always tailored to his clients' unique circumstances, objectives and attitudes towards risk. He focuses on implementing medium to long term investment strategies for his clients with a view to creating and protecting wealth.
Services and Specialties
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Portfolio Administration
Financial Planning
Qualifications and Professional Affiliations
CFA® charterholder
Bachelor of Business Management
Bachelor of Economics
Diploma of Financial Planning
Associations
CFA Institute Member
Competencies
Managed Investments
Financial Planning
Life Insurance
Generic
Superannuation
Derivatives Level 1
Securities
Margin Lending
I am a partner of Coffs Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Coffs Harbour. My employer remunerates me by way of salary. As a shareholder of Coffs Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Coffs Coast Money Management Pty Ltd, I will be entitled to a share of profits.
I am a partner of Coffs Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited – Coffs Harbour. My employer remunerates me as your advisor by way of salary. As a shareholder and partner, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
