Simon Tarrant

Morgans Financial Ltd

Silver
7 Yrs Experience
Gosford, NSW 2250

As a member of Chartered Accountants Australia and New Zealand and an Authorised Representative of Morgans Financial Limited (001270872), I am passionate about creating quality financial strategies that are tailored to an investors individual lifestyle, financial goals and risk profile.

To learn more about wealth creation strategies please contact me on 02 4325 0884 or email simon.tarrant@morgans.com.au.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma - Chartered Accountant Program
  • Language spoken
    • English

Morgans Financial Ltd

Suite 1, 6 Burns Cres
Gosford, NSW 2250

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Morgans Financial Ltd

AFSL 235410