JEFFREY DAVID SALOMON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - University of the Witwatersrand
1999 - Bachelor of Commerce (Honours) - Bachelor Honours Degree (AQF 8) - University of South Africa
2005 - Diploma of Financial Services (Financial Planning) (PS146) - Diploma (AQF 5) - Tribeca Learning
2008 - Certified Financial Planner (CFP Program) - Graduate Certificate (AQF 8) - The Financial Planning Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.