Jeffrey David Salomon
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001321
- Location
- Sydney NSW 2000
- Licensee
- Fulcrum Wealth Management Pty Limited (AFSL 461521)
- Authorised since
- 10 October 2014
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Accounting and Finance), University of the Witwatersrand (1997); Bachelor of Commerce (Honours), University of South Africa (1999); Diploma of Financial Services (Financial Planning) (PS146), Tribeca Learning (2005); Certified Financial Planner (CFP Program), The Financial Planning Association of Australia (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey David Salomon
Jeffrey David Salomon is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001001321.
Advice is given under the Australian financial services licence of Fulcrum Wealth Management Pty Limited, licence number 461521. That authorisation dates from 10 October 2014.
The register records 2005 as the year Jeffrey first provided financial advice. The qualifications listed for Jeffrey include Bachelor of Commerce (Accounting and Finance) (University of the Witwatersrand, 1997), Bachelor of Commerce (Honours) (University of South Africa, 1999) and Diploma of Financial Services (Financial Planning) (PS146) (Tribeca Learning, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jeffrey David Salomon a registered financial adviser?
Yes. Jeffrey David Salomon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001321.
Which licensee does Jeffrey David Salomon work under?
Fulcrum Wealth Management Pty Limited, Australian financial services licence 461521.
What can Jeffrey David Salomon give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.