Financial Adviser
· WAMBERAL, NSW
Simon Christopher Tarrant
No disciplinary history on record with ASIC
WAMBERAL,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270872
About Simon Christopher Tarrant
Simon Christopher Tarrant is a financial adviser based in Wamberal, New South Wales, with 8 years of experience in the financial services industry since 2018. Simon is currently authorised under Alliance Wealth, operating through Brooks And Partners Wealth Advice. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Business (Accounting) from University of Technology Sydney. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Accounting)
University of Technology Sydney
2016
Chartered Accountants Program
Professional Designations - Chartered Accountants Australia and New Zealand
2018
Diploma of Financial Planning
Kaplan Professional
2019
Tier 1 Margin Lending
Other - Kaplan Professional
2025
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education
2025
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education