SIMON TARRANT
Financial Adviser · Gosford, NSW
📚 Qualifications & Training
2012 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Technology
2016 - Chartered Accountanats Program - Graduate Diploma - Professional Designations - Chartered Accountants Australia and New Zealand
2018 - Diploma of Financial Planning - - Kaplan Professional
2019 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Profesisonal
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.