Financial Adviser
· BONDI JUNCTION, NSW
Solomon Forman
No disciplinary history on record with ASIC
BONDI JUNCTION,
NSW
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002336
About Solomon Forman
Solomon Forman is a financial adviser based in Bondi Junction, New South Wales, with 32 years of experience in the financial services industry since 1994. Solomon is currently authorised under Forman Financial Services. Solomon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Solomon's qualifications include a CFP from FPA. Solomon is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
CFP
FPA
1998
Diploma of Financial Planning
Financial Planning Association
2003
Master of Commerce (Financial Planning)
University Of Western Syndey
2007
SSA
SMSF Association
2011
Advance Diploma of Accounting
TAFE
2013
SSAUD
SMSF Association
2016
MIPA AFA
Institute of Public Accountants
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Accredited Aged Care Professional
Aged Care Steps
2025
Fellow
SMSF Association