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  3. Ronny Lucia Salomon

Ronny Lucia Salomon

Name
Ronny Lucia Salomon
ID
324095
ABN
–
First Provided Advice
2008

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2002 - Bachelor of Economics and Management - Bachelor Degree (AQF 7) - Ruppin Academic Center
  • 2006 - Master of Laws - Masters Degree (AQF 9) - Bar-Ilan
  • 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
  • 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment Pty Ltd
  • 2009 - Self-Managed Superannuation Funds - Other - FSTA
  • 2013 - 928S Margin Lending - Other - Kaplan Professional
  • 2013 - Margin Lending and Geared Investments - Other - Kaplan Professional
  • 2018 - SMSF Specialist Advisor - Professional Designations - SMSF Association
  • 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2024 - Accredited Aged Care Professional - Other - Aged Care Steps

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CFP - Certified Financial Planner (FPA)
  • Financial Advice Association of Australia (FAAA)
  • SSA - SMSF Specialist Accreditation (SPAA)

Licencee

Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Sept. 4, 2020
Ceased
June 30, 2022
Status
Ceased
Licence Holder
Approved Financial Planners Pty Ltd (#536864)
Commenced
July 1, 2022
Ceased
June 22, 2023
Status
Ceased
Licence Holder
Equity Trustees Wealth Services Limited (#234528)
Commenced
Aug. 16, 2023
Ceased
Sept. 29, 2025
Status
Ceased
Licence Holder
Viridian Advisory Pty Ltd (#476223)
Commenced
July 1, 2019
Ceased
Aug. 21, 2020
Status
Current
Licence Holder
Australian Executor Trustees Limited (#240023)
Commenced
Aug. 16, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Camwal Pty Limited (#243381)
Commenced
April 7, 2008
Ceased
Sept. 8, 2010
Status
Ceased
Licence Holder
Financial Services Partners Pty Limited (#237590)
Commenced
Sept. 22, 2014
Ceased
Nov. 17, 2014
Status
Ceased
Licence Holder
Guardianfp Pty Limited (#237641)
Commenced
March 16, 2011
Ceased
July 31, 2014
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Jan. 8, 2015
Ceased
June 28, 2019