ABOUT US

Partnering with you across life’s journey

BACKGROUND

In 2023, a major transformation was well underway within Australian financial advice to becoming a recognised profession. Never had it been more centred around the needs and circumstances of the client.  For the first time, we saw a new cohort of professionals emerging with mandatory qualifications and professional obligations like in the legal and accounting professions.

Yet such changes had also brought about a significant reduction in the number of registered financial advisers, stabilising to approximately 15,500 in 2023[1] (down from the peak of approx. 26,500 in 2019[2]). This drastic reduction has created issues of supply and access to high quality professional advice, where the demand has never been greater. And that is how Falcon was created.

To facilitate the emergence of financial advice as a trusted profession in Australia.

[1] Financial Adviser Insights – 2023 Wrapped Up — Wealth Data

[2] Australia’s financial adviser numbers in 2024 – Rainmaker Information

THE BIRTH OF FALCON

In the Northern Beaches of Sydney, founding partner Tom Moloney recognised this demand to access high quality and ethical advice with limited available options.

With existing firms at capacity, or only targeting limited segments of clients, comprehensive financial advice was becoming harder to access and out of reach for many. Tom determined to change that by establishing a holistic comprehensive advice practice that caters to a wide range of individuals and families by providing a generalist approach to advice in putting their interests first.

Tom wanted to achieve this by providing tailored financial advice packages to suit individual circumstances and needs through a fair and consistent approach to pricing. Fundamentally, clients deserve to see value for money, understand the advice they receive and are comfortable the advice is in their best interests.

Financial Advice through transparency and education creates trust and success.

THE BIRTH OF FALCON

In the Northern Beaches of Sydney, founding partner Tom Moloney recognised this demand to access high quality and ethical advice with limited available options.

With existing firms at capacity, or only targeting limited segments of clients, comprehensive financial advice was becoming harder to access and out of reach for many. Tom determined to change that by establishing a holistic comprehensive advice practice that caters to a wide range of individuals and families by providing a generalist approach to advice in putting their interests first.

Tom wanted to achieve this by providing tailored financial advice packages to suit individual circumstances and needs through a fair and consistent approach to pricing. Fundamentally, clients deserve to see value for money, understand the advice they receive and are comfortable the advice is in their best interests.

Financial Advice through transparency and education creates trust and success.

At Falcon, we are genuinely committed to your long-term financial success.

We strive to add value to your financial situation through personalised advice at a fair and transparent price. This can only be achieved through your trust and confidence that our process will work for you. It is your trust that we regard as our most important asset.

We understand that trust is built through being honest and transparent about how we operate, along with repeatable and consistent actions. So whether you’re in the market for a financial plan or aren’t quite ready but want to know more, we aim to educate and inform your understanding by providing a library of resources about financial planning and how we serve clients.

Meet the team, find out more about engaging with Falcon, or…

Get in touch with one of our professionals:

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