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
Personal Insurance
Retirement and Estate Planning
Financial Planning
Investment Advice
Self-Managed Super Funds
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Tier 1 Margin Lending - Personal Advice
FPC002B Ethics and Professionalism in Financial Advice
FPC007B Client Engagement Skills
Bachelor of Business (Accounting)
Graduate Diploma of Chartered Accounting
Associations
Chartered Accountants Australia and New Zealand (CA)
Competencies
Life Insurance
Margin Lending
Financial Planning
Generic
Managed Investments
Securities
Superannuation
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Erina. My employer remunerates me by way of salary and percentage of fees.
