Financial Adviser
· SYDNEY, NSW
Jeffrey David Salomon
No disciplinary history on record with ASIC
SYDNEY,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001321
About Jeffrey David Salomon
Jeffrey David Salomon is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Jeffrey is currently authorised under Fulcrum Wealth Management. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeffrey's qualifications include a Certified Financial Planner (CFP Program) from The Financial Planning Association of Australia. Jeffrey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce (Accounting and Finance)
University of the Witwatersrand
1999
Bachelor of Commerce (Honours)
University of South Africa
2005
Diploma of Financial Services (Financial Planning) (PS146)
Tribeca Learning
2008
Certified Financial Planner (CFP Program)
The Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional