Financial Adviser
· GOSFORD, NSW
Simon Tarrant
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270872
Simon Tarrant is a financial adviser based in Gosford, New South Wales, with 8 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 (Accounting) from University of Technology. Simon is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Accounting)
University of Technology
2016
Chartered Accountanats Program
Professional Designations - Chartered Accountants Australia and New Zealand
2018
Diploma of Financial Planning
Kaplan Professional
2019
Tier 1 Margin Lending
Other - Kaplan Profesisonal
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional