Simon Tarrant
Financial Adviser
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About
Simon Tarrant is an ASIC-registered financial adviser based in Gosford, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in accounting and finance, Simon holds a Bachelor of Business (Accounting) from the University of Technology and completed the Chartered Accountants Program with Chartered Accountants Australia and New Zealand (CA ANZ) in 2016. Further solidifying his expertise, he obtained a Diploma of Financial Planning from Kaplan Professional in 2018 and Tier 1 Margin Lending in 2019, coupled with Ethics and Client Engagement certifications from Kaplan Professional in 2024. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), Simon adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Simon's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Simon is committed to providing personalized and effective financial solutions. Contact Simon today to schedule a consultation and take the first step towards securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Simon Tarrant offer?
Simon Tarrant provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Simon Tarrant's qualifications?
Simon holds a Bachelor of Business (Accounting), is a Chartered Accountant, and has a Diploma of Financial Planning. He also holds certifications in margin lending, ethics, and client engagement skills from Kaplan Professional.
How can Simon Tarrant help me with my superannuation?
Simon can provide advice on superannuation strategies, including contributions, consolidation, and investment options, to help you maximize your retirement savings.
What is the process of working with Simon Tarrant?
The process typically begins with an initial consultation to understand your financial goals and current situation. Simon will then develop a personalized financial plan tailored to your needs, and provide ongoing support and advice.
What should I expect during my first meeting with Simon Tarrant?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Simon will explain his services and how he can help you achieve your objectives.
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