Financial Adviser
· MELBOURNE, VIC
Ronny Lucia Salomon
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000324095
Ronny Lucia Salomon is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry. Ronny is currently authorised under Australian Executor Trustees Limited. Ronny holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Laws from Bar-Ilan. Ronny is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SSA - SMSF Specialist Accreditation (SPAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Economics and Management
Ruppin Academic Center
2006
Master of Laws
Bar-Ilan
2008
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2008
Diploma of Financial Services (Financial Planning)
Financial Services Training & Assessment Pty Ltd
2009
Self-Managed Superannuation Funds
FSTA
2013
928S Margin Lending
Kaplan Professional
2013
Margin Lending and Geared Investments
Kaplan Professional
2018
SMSF Specialist Advisor
SMSF Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Accredited Aged Care Professional
Aged Care Steps
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
FINANCIAL SERVICES PARTNERS PTY LIMITED
GUARDIANFP PTY LIMITED
CAMWAL PTY LIMITED
Source: ASIC Financial Advisers Register