Jeffrey David Salomon – Financial Adviser

Adviser identifying number: 1001321
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: FULCRUM WEALTH MANAGEMENT PTY LIMITED
Licence number: 461521
Licensee’s ABN: 73144969924
Licence controlled by: SALFAM PTY LTD

The date the Financial Adviser commenced the appointment: 10/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FULCRUM WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 461521
Authorised Representative’s ABN: 73144969924

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

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Relevant qualifications and training:

Bachelor of Commerce (Accounting and Finance) – University of the Witwatersrand
Bachelor of Commerce (Honours) – University of South Africa
Certified Financial Planner (CFP) – The Financial Planning Association of Australia
Diploma of Financial Services (Financial Planning) (PS146) – Tribeca Learning
Graduate Diploma (ICAA) – The Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

Financial Planning Association of Australia (FPA)
Tax Practitioners Board

Jeffrey David Salomon is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Life Products / Investment Life Insurance Products
Life Products / Life Risk Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility