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Jeff Salomon

Jeff Salomon
Director and Representative
 

Jeff began his career working for Arthur Andersen while completing his Chartered Accountant qualification. Following this he moved into financial services when he joined boutique investment bank Carnegie, Wylie & Company (now part of Lazard). During his time there he gained a deep understanding of corporate accounting, personal tax, and structuring of family groups. Jeff identified his passion for working with individuals and families on their personal tax and investment affairs and made the decision to concentrate on wealth management. His focus on wealth management began at Westpac where he worked as a financial advisor providing advice to clients on investments, superannuation, and personal insurance. Prior to founding Fulcrum Wealth Jeff spent 4 years working as a consultant with Investec Private Advisers. He worked closely with high net wealth clients to provide them with strategic advice and portfolio management. His areas of specialisation are investments, superannuation, and personal insurance. He is passionate about servicing clients and providing them with the best solutions to their needs and requirements. Jeff enjoys spending time with his young family and when time permits, fly fishing and golf.

Professional Qualifications

  • Bachelor of Commerce
  • Bachelor of Commerce (Honours)
  • Graduate Diploma (ICAA)
  • Diploma of Financial Services (Financial Planning)
  • Certified Financial Planner™

 

Memberships

  • The Financial Planning Association of Australia Limited
  • Tax Practitioners Board - Tax (financial) adviser

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Huy Luu

Huy Luu
Representative
 

Huy has been working in financial services for more than ten years where she has held a number of diverse roles gaining significant experience in investments, superannuation, personal insurance, and lending.  Huy possesses both excellent interpersonal skills and an outstanding technical knowledge. She has developed strong and enduring client relationships and works closely with clients to achieve their goals. Huy is a passionate and outgoing individual who draws on her experience having worked in boutique financial planning businesses as well as Investec Private Advisers and UBS. Huy also enjoys spending time with family and friends, reading and travelling.

Professional Qualifications

  • Bachelor of Business (Financial Planning)
  • Diploma of Financial Services(Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)

 

Memberships

  • The Financial Planning Association of Australia Limited – AFP Member
  • NSW Attorney General & Justice – Justice of the Peace no. 184996
 
 
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB