Simon Fallon

Palladia Wealth Advisory

Silver

15 Yrs Experience

Kent Town, SA 5067

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I am proud to work as a qualified financial advisor in the Financial Planning industry and have over 12 years’ experience in both South Australia and Northern Territory; specifically around the Alice Springs and Darwin regions.

I am passionate about working closely with clients as part of their financial planning journey, to understand their needs and future intentions and to deliver fit for purpose, tangible and meaningful outcomes.

I am a member of the Association of Financial Planners of Australia, have completed and passed all of the FASEA education requirements through the Graduate Diploma of Financial planning and FASEA adviser exam. I also hold a Bachelor of Science degree with Honours, a Master of Accounting and Finances as well as a Diploma of Financial Services.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 December 2022

I have been a client of Simon’s since 2009 and I cannot speak more highly of him, he is extremely intelligent and has wonderful communication skills. He has provided professional services in my retirement and constantly provided me with sound and professional advice and consider him of impeccable character. I wholeheartedly recommend him to any potential client.

4.75 November 2022

We found Simon's conduct to be of the utmost quality. The advice and information were provided in an inclusive and calming manner.

5.00 July 2022

We are very happy with the service that Simon has provided to us over the years.

5.00 June 2022

I have recently joined Palladia in which Simon Fallon has become my financial adviser. I can only offer in the short time I have been with him how impressed I am with his management of my financial portfolio. He has always been very articulate and deliberate in outlining the financial plan he has put in place for me, and in my opinion, he has gone to great lengths to put a workable, comprehensive plan of which I am confident that in the long term will result in success. His mannerism is gentle, friendly and it is easy to warm to him. Clearly, he has great experience in the field of financial management and I am pleased that through one of his colleagues, I have been recommended and able to join his team. - Many thanks, JFZ.

4.75 June 2022

Simon is always happy to answer any questions I may have, and answers emails promptly. He is very patient when explaining things to me, especially since figures and finance are not my strong point. His manner is friendly and respectful. He seems to be very knowledgeable about options for would-be retirees such as me, and is up to date with changes in government policies regarding superannuation, pensions, taxation and assets.

Adviser status Silver
Rating 4.92
Number of reviews 6
First year providing advice 2009
Years of experience 15
Highest qualification
- Master of Accounting and Finance
Language spoken
- English

Palladia Wealth Advisory

49 King William St
Kent Town, SA 5067

10 South Terrace
Alice Springs, NT 0870

66 Smith St
Darwin City, NT 0800

9:00am – 6:00pm Monday – Friday

Palladia Licensee Services Pty Ltd

AFSL 532918

Simon Fallon

Palladia Wealth Advisory

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Palladia Wealth Advisory

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