Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Ronny Lucia Salomon

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000324095
Currently at
Australian Executor Trustees Limited
Melbourne, VIC
View firm profile

Ronny Lucia Salomon is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. Ronny is currently authorised under Australian Executor Trustees Limited, operating through Australian Executor Trustees. Ronny holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Ronny's 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

Australian Executor Trustees Limited
Aug 2023 - Present Current
Equity Trustees Wealth Services Limited
Aug 2023 - Sep 2025 Ceased
Approved Financial Planners Pty Ltd
Jul 2022 - Jun 2023 Ceased
Akumin Financial Planning Pty Limited
Sep 2020 - Jun 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Viridian Advisory Pty Ltd
Jul 2019 - Aug 2020 Ceased
Westpac Banking Corporation
Jan 2015 - Jun 2019 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Sep 2014 - Nov 2014 Ceased
GUARDIANFP PTY LIMITED
Mar 2011 - Jul 2014 Ceased
CAMWAL PTY LIMITED
Apr 2008 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register