Simon Callaghan

With 15 years' experience in financial services, Simon’s passion is supporting and educating clients, using his knowledge and experience to help them make well-informed decisions in relation to their own financial situation. His speciality is in wealth creation strategies.

Investment Style

Simon adheres to a disciplined investment framework, using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.

Services and Specialties

Superannuation Advice

Retirement and Estate Planning

Self-Managed Super Funds

Portfolio Administration

Financial Planning

Stockbroking

Industry Experience

Sectors Covered

Simon Callaghan's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

CFA® charterholder

Bachelor of Business Management

Bachelor of Economics

Ethics and Professional Relationships

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.