SIMON FALLON
Financial Adviser · Fulham, SA
📚 Qualifications & Training
2006 - Bachelor of Science (Honours) - Bachelor Degree (AQF 7) - University of Adelaide
2008 - Master of Accounting & Finance - Masters Degree (AQF 9) - University of Adelaide
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.