Simon Fallon
Financial Adviser in Parkside, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001033
- Location
- Parkside SA 5063
- Licensee
- Palladia Licensee Services Pty Ltd (AFSL 532918)
- Authorised since
- 21 October 2021
- First provided advice
- 2009
- Qualifications
- Bachelor of Science (Honours), University of Adelaide (2006); Master of Accounting & Finance, University of Adelaide (2008); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Fallon
On the Financial Advisers Register kept by ASIC, Simon Fallon appears as a current financial adviser in Parkside, South Australia, adviser number 001001033.
Simon provides advice as an authorised representative of Palladia Licensee Services Pty Ltd, which holds Australian financial services licence 532918. That authorisation dates from 21 October 2021.
According to the register, Simon first provided financial advice in 2009. Qualifications and training on file include Bachelor of Science (Honours) (University of Adelaide, 2006), Master of Accounting & Finance (University of Adelaide, 2008) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Fallon a registered financial adviser?
Yes. Simon Fallon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001033.
Which licensee does Simon Fallon work under?
Palladia Licensee Services Pty Ltd, Australian financial services licence 532918.
What can Simon Fallon 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; retirement savings accounts.