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Simon Allanson

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Senior Financial Planner
Co-Founder & Director

Qualifications

CERTIFIED FINANCIAL PLANNER (CFP®)

Graduate Diploma of Financial Planning (GDipFP)

Graduate Diploma in Applied Finance and Investment (GDipAppFin)

Bachelor of Finance (BFin)

Background

As co-founder and director of Palladium Wealth Partners, Simon has played an integral role in building a wholly adviser owned business that focuses on providing highly tailored, personalised advice to our clients.

Simon is highly qualified in the fields of investment and financial planning, and with 18 years’ experience in the financial services industry across various roles in Adelaide and London, he is particularly well placed to provide sound investment advice to our clients. He also enjoys developing long term professional client relationships that often involves more than one generation in the family.

Simon has over 13 years’ experience as a financial planner inclusive of his time with Palladium Wealth Partners, Tynan Mackenzie, and Westpac.

Whilst specialising in providing pre and post retirement advice, his broad experience in dealing with multiple generations enables him to deliver quality comprehensive advice in the areas of superannuation, wealth accumulation, personal insurance and aged care.

Simon enjoys spending time in the regional areas, servicing clients in Port Augusta at least once a month at the Port Augusta Business Centre, and Port Lincoln quarterly.

The passionate and caring nature Simon brings to the advice process helps ensure you as a client is at the centre of what we do.