JEFFREY DAVID SALOMON (Adviser# 001001321) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 10, 2014.
| Register Name | Financial Advisers |
| Adviser Name | JEFFREY DAVID SALOMON |
| Adviser Number | 001001321 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000461521 FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| Licence ABN | 73144969924 |
| Licence Controlled By | SALFAM PTY LTD |
| Adviser Start Date | 2014-10-10 |
| Appointing Representative Name | FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| Appointing Representative Number | 000461521 |
| Appointing Representative ABN | 73144969924 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000461521 |
FULCRUM WEALTH MANAGEMENT PTY LIMITED
Licence controlled by: SALFAM PTY LTD |
2014-10-10 - | FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| 000243313 | SYNCHRONISED BUSINESS SERVICES PTY LTD | 2010-10-15 - 2014-10-08 | JEFFREY SALOMON |
| 000234972 | LIPMAN BURGON AND PARTNERS PTY LIMITED | 2007-01-08 - 2010-10-12 |
| Licence Name | FULCRUM WEALTH MANAGEMENT PTY LIMITED |
| Licence Number | 000461521 |
| Licence ABN | 73144969924 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| HUY HUY LUU | Fulcrum Wealth Management Pty Limited | Current | 2014-10-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| HUY HUY LUU | Fulcrum Wealth Management Pty Limited | Current | 2014-10-10 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.