Simon Tarrant
Partner & Senior Advisor – Central Coast
Area of Service
- Equities
- Financial Planning
- Investment Advice
- Personal Insurance
- Retirement Planning
- Superannuation
Career Profile
Simon is a trusted Financial Adviser with experience helping individuals, families, professionals and business owners build, preserve and transition their wealth with confidence. He is committed to developing long-term relationships with clients, providing personalised advice that empowers them to make informed financial decisions and achieve their financial goals.
Simon commenced his career as a Chartered Accountant before transitioning into stockbroking and financial advice. As a current member of Chartered Accountants Australia and New Zealand (CAANZ), he combines strong technical expertise with extensive investment experience to provide clients with practical, well-rounded financial advice.
His experience spans investment management, portfolio construction, retirement planning, superannuation, wealth creation, personal risk protection, tax-effective strategies and intergenerational wealth transfer. Simon believes exceptional financial advice begins with understanding each client’s unique circumstances, aspirations and values before developing tailored strategies that evolve alongside their changing needs.
Known for his approachable and collaborative style, Simon enjoys helping clients navigate life’s most significant financial decisions, whether they are growing their wealth, preparing for retirement, managing business interests or planning the transfer of wealth to future generations. His focus is on building lasting relationships founded on trust, transparency and genuine care, ensuring clients feel supported and confident at every stage of their financial journey.
Outside of work, Simon has a passion for surfing, mountain biking and spending time with his family and values the balance these pursuits bring to both his personal and professional life. As an active investor himself, Simon understands the opportunities and challenges that accompany investing and is committed to providing advice that helps clients build financial confidence and enjoy the lifestyle they have worked hard to create.
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