Simon Scallan
Financial Adviser
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About
Simon Scallan is an ASIC-registered financial adviser based in Southport, QLD, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Simon holds a Bachelor of Commerce (Information Management) from Oxford Brookes University and a Graduate Diploma of Financial Planning from FINSIA. Furthering his expertise, he has completed specialist training in Margin Lending and Geared Investments, UK Pension Transfers, Borrowing in SMSF, and SMSF Core & Insurance. Authorised to provide advice on a comprehensive range of financial products, Simon specialises in superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Simon offers a holistic approach to financial planning, ensuring that every client receives personalised guidance to navigate their financial journey with confidence. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Simon today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Simon Scallan offer?
Simon Scallan provides advice on superannuation, retirement planning, wealth management, and insurance solutions. He is authorised to advise on a range of financial products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Simon Scallan have?
Simon holds a Bachelor of Commerce (Information Management) from Oxford Brookes University and a Graduate Diploma of Financial Planning from FINSIA. He has also completed specialist training in Margin Lending and Geared Investments, UK Pension Transfers, Borrowing in SMSF, and SMSF Core & Insurance.
How does Simon Scallan approach financial planning?
Simon offers a holistic and personalised approach to financial planning, ensuring that every client receives tailored guidance to navigate their financial journey with confidence. He takes the time to understand your unique circumstances and financial goals before developing a strategy.
What can I expect during my first consultation with Simon?
During your first consultation, Simon will discuss your current financial situation, your future goals, and your risk tolerance. This initial meeting helps him to understand your needs and determine how he can best assist you in achieving your financial objectives. It's a great opportunity to ask questions and get to know Simon.
Can Simon help with my superannuation?
Yes, Simon provides expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy.
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