Solomon Forman – Financial Adviser

Adviser identifying number: 1002336
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: FORMAN FINANCIAL SERVICES PTY LTD
Licence number: 232374
Licensee’s ABN: 81085198429
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORMAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 232374
Authorised Representative’s ABN: 81085198429

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:

• Advance Diploma of Accounting – Tafe
• Diploma of Financial Planning – Financial Planning Association
• Master Of Commerce (Financial Planning) – University of Western Sydney

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Solomon Forman is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• 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