Simon Tarrant

Brooks and Partners Wealth Advice

Gold

8 Yrs Experience

Wamberal, NSW 2260

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As a member of Chartered Accountants Australia and New Zealand and an Authorised Representative of Morgans Financial Limited (001270872), I am passionate about creating quality financial strategies that are tailored to an investors individual lifestyle, financial goals and risk profile.

To learn more about wealth creation strategies please contact me on 02 4325 0884 or email simon.tarrant@morgans.com.au.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Cashflow & Income
Growing Assets
Budgeting

5.00 April 2025

Simon has been an attentive, thoughtful and friendly resource to lean on for super and morgatge advice. I have never doubted his honesty and selflessness. He has also given me helpful insight and assistance with some fun investments in IPOs and other short term bets. It has been pleasure dealing with him on all occasions.

5.00 April 2025

I’ve been working with Simon Tarrant for the past three years and couldn’t be happier with the service and support he’s provided. He consistently goes above and beyond, always ensuring his advice is not only up to date but specifically tailored to my personal situation. His professionalism, attention to detail, and genuine care have made a real difference. Thanks, Simon — I truly appreciate all your help!

5.00 April 2025

Simon provided our family with clear and concise advice that was tailored to our financial situation and needs. He helped reduce any financial stress we had, putting us on the right path and setting our family up for the future.

5.00 April 2025

Simon has been highly effective in assisting our financial journey and setting us up for financial security.

Advice has been well considered and communicated in simplistic terms.

5.00 April 2025