Financial Adviser
· COFFS HARBOUR, NSW
Simon James Callaghan
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009438
Simon James Callaghan is a financial adviser based in Coffs Harbour, New South Wales, with 11 years of experience in the financial services industry. Simon is currently authorised under Morgans Financial Limited. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business Management from University of Queensland. Simon is a member of Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business Management
University of Queensland
2009
Bachelor of Economics
University of Queensland
2015
Diploma of Financial Planning
Kaplan Professional
2016
Chartered Financial Analyst
CFA Institute
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2021
Ethics and Professional Relationships
Ethics - QUT
2024
Economic and Legal Context for Financial Planning
Kaplan Professional
2025
Client Engagement Skills
Kaplan Professional