Financial Adviser
· PARKSIDE, SA
Simon Fallon
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001033
Simon Fallon is a financial adviser based in Parkside, South Australia, with 17 years of experience in the financial services industry since 2009. Simon is currently authorised under Palladia Licensee Services. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Master of Accounting & Finance from University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Science (Honours)
University of Adelaide
2008
Master of Accounting & Finance
University of Adelaide
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
Government Debentures, Stocks or Bonds: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Not authorised to provide personal advice on Standard Margin Lending.
Source: ASIC Financial Advisers Register