Douglas Tarrant
Financial Adviser
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About
Douglas Tarrant is an ASIC-registered financial adviser based in Wollongong, NSW, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Douglas combines extensive knowledge with a client-focused approach to deliver tailored financial solutions. Douglas holds a Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner, SMSF Specialist Adviser, and Accredited Estate Planning Specialist. He also holds a Certificate IV in Financial and Mortgage Broking. His commitment to professional development is reflected in his memberships with Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Douglas can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He provides strategic advice and guidance to help clients navigate the complexities of the financial landscape and make informed decisions. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • SMSF Advice Ready to take control of your financial future? Contact Douglas Tarrant today to schedule a consultation and discover how personalised financial advice can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Douglas Tarrant offer?
Douglas Tarrant provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Douglas Tarrant's qualifications and professional memberships?
Douglas holds a Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner, SMSF Specialist Adviser, and Accredited Estate Planning Specialist. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
How does Douglas Tarrant work with clients to develop a financial plan?
Douglas begins by understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses your specific needs and helps you achieve your objectives. He provides ongoing support and reviews to ensure your plan remains aligned with your changing circumstances.
What should I expect during my first meeting with Douglas Tarrant?
During your initial consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Douglas will explain his approach to financial planning and answer any questions you have about his services and fees. This meeting is an opportunity to determine if Douglas is the right financial adviser for you.
Can Douglas Tarrant help with Self-Managed Super Funds (SMSFs)?
Yes, Douglas is an SMSF Specialist Adviser and can provide expert advice on all aspects of SMSF establishment, management, and compliance.
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