Simon Callaghan, CFA in Coffs Harbour, New South Wales works at Morgans Financial Limited (Financial Adviser) and was educated at CFA Institute.
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Morgans Financial Limited
Oct 2014
-
Present
Financial Adviser
ANZ
Jan 2014
-
Sep 2014
Retail Banking Officer
Wilson HTM Investment Group
Apr 2013
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Sep 2013
Associate Research Analyst / Portfolio Manager
CFA Institute
2012
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2014
Chartered Financial Analyst
Kaplan Australia
2015
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2015
Diploma of Financial Planning. Financial Planning and Services
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AT MORGANS FINANCIAL LIMITED