Simon Fallon

Palladia Wealth Advisory

Silver
13 Yrs Experience
Darwin City, NT 0800

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.

Expertise

  • 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Accounting and Finance
  • Language spoken
    • English

Palladia Wealth Advisory

66 Smith St
Darwin City, NT 0800

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Palladia Licensee Services Pty Ltd

AFSL 532918