Simon James Callaghan
Financial Adviser in Coffs Harbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001009438
- Location
- Coffs Harbour NSW 2450
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 18 June 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Business Management, University of Queensland (2009); Bachelor of Economics, University of Queensland (2009); Diploma of Financial Planning, Kaplan Professional (2015); Chartered Financial Analyst, CFA Institute (2016); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2017); Ethics and Professional Relationships, QUT (2021); Economic and Legal Context for Financial Planning, Kaplan Professional (2024); Client Engagement Skills, Kaplan Professional (2025)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon James Callaghan
On the Financial Advisers Register kept by ASIC, Simon James Callaghan appears as a current financial adviser in Coffs Harbour, New South Wales, adviser number 001009438.
Simon provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 18 June 2015.
The register records 2015 as the year Simon first provided financial advice. The qualifications listed for Simon include Bachelor of Business Management (University of Queensland, 2009), Bachelor of Economics (University of Queensland, 2009) and Diploma of Financial Planning (Kaplan Professional, 2015). Professional memberships recorded: Chartered Financial Analyst Institute (CFA Institute).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon James Callaghan a registered financial adviser?
Yes. Simon James Callaghan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001009438.
Which licensee does Simon James Callaghan work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Simon James Callaghan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.