Simon Callaghan

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CFA

Authorised Representative: 001009438

Financial Adviser

"I consider your current circumstances and future objectives collectively when providing comprehensive advice across all areas of investments, superannuation and personal insurance."

Simon has been working in the financial services industry since 2010. His range of experience includes; equities research and valuation, portfolio management, personal insurance and superannuation. Simon has completed the Chartered Financial Analyst program, a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland and a Diploma of Financial Planning from Kaplan.

Services and specialities

  • Financial Planning
  • Personal Insurance
  • Portfolio Administration
  • Retirement and Estate Planning
  • Superannuation Advice
  • Self Managed Super Funds

Investment Style

Simon provides comprehensive financial advice that is always tailored to his clients' unique circumstances, objectives and attitudes towards risk. He focuses on implementing medium to long term investment strategies for his clients with a view to creating and protecting wealth.

Industry Education & Experience

Qualifications
  • Bachelor of Business Management, University of Queensland, 2009
  • Bachelor of Economics, University of Queensland, 2009
  • Chartered Financial Analyst, CFA Institute, 2016
  • Diploma of Financial Planning, KAPLAN, 2015
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2017
Professional Associations
  • CFA Institute Member
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Agaton Pty Ltd which operates the business of Morgans Financial Limited - Coffs Harbour. My employer remunerates me as your adviser by way of percentage of fees.