Simon Callaghan
Financial Adviser
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About
Simon Callaghan is an ASIC-registered financial adviser based in Coffs Harbour, NSW, dedicated to helping clients achieve their financial goals through tailored and strategic advice. Simon's commitment to excellence is reflected in his extensive qualifications, including a Bachelor of Business Management and a Bachelor of Economics from the University of Queensland, a Diploma of Financial Planning from Kaplan Professional, and the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute. Simon is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. This broad expertise enables him to offer holistic financial solutions designed to meet the unique needs of each client. Key services include: • Superannuation advice • Wealth management strategies • Insurance solutions • Investment guidance With a strong foundation in ethics and professional conduct, reinforced by ongoing professional development, Simon is committed to providing trustworthy and reliable advice. If you're seeking a dedicated and knowledgeable financial adviser in Coffs Harbour, contact Simon today to discuss your financial future.
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Frequently Asked Questions
What types of financial advice does Simon Callaghan offer?
Simon Callaghan provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. He can help you with your overall financial planning needs.
What qualifications does Simon Callaghan have?
Simon Callaghan holds a Bachelor of Business Management, a Bachelor of Economics, a Diploma of Financial Planning, and is a Chartered Financial Analyst (CFA). He also regularly updates his knowledge with ongoing professional development.
What is the first step in working with Simon Callaghan?
The first step is to schedule an initial consultation. This allows us to understand your financial situation, goals, and risk tolerance, and to determine how we can best assist you.
How does Simon Callaghan tailor his advice to my specific needs?
Simon Callaghan takes a personalized approach to financial planning. He will work closely with you to understand your unique circumstances and develop a strategy that is tailored to your specific goals and objectives.
What should I expect during a financial planning consultation with Simon Callaghan?
During a consultation, you can expect a thorough discussion of your financial situation, including your assets, liabilities, income, and expenses. We'll also discuss your financial goals and risk tolerance. Simon will then develop a personalized financial plan to help you achieve your objectives.
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