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Simon Tarrant

Simon Tarrant

Authorised representative number: 001270872

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)


Chartered Accountants Australia and New Zealand (CA)


Managed Investments
Financial Planning
Life Insurance
Margin Lending
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.