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:

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