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Jeff Salomon

Jeff Salomon

Director – (ASIC No. 001001321)

Jeff Salomon is the Director of Fulcrum Wealth and has more than 15 years’ experience in accounting and financial services. Jeff works closely with his clients to provide them with strategic advice and portfolio management. His areas of specialisation are investments, superannuation, and personal insurance.

Jeff provides advice to clients at all stages of their life working closely with them and other professionals where required. He has a very calm demeanour and seeks to deliver practical and easy to understand solution to clients.

Jeff is respected by his clients and industry colleagues for his transparent and honest approach in providing bespoke advice to each of his clients. He values the strong relationships he has developed with clients over many years and feels privileged to be the trusted adviser to such a fantastic client base.  Jeff enjoys spending time with his young family and when time permits, fly fishing and golf.

Memberships

Financial Planning Association of Australia (FPA) – CFP® Practitioner
Tax Practitioners Board – Tax (financial) adviser
NSW Attorney General & Justice – Justice of the Peace no. 207306

Professional Qualifications and Education

  • CERTIFIED FINANCIAL PLANNER® certification
  • Bachelor of Commerce
  • Bachelor of Commerce (Honours)
  • Graduate Diploma (ICAA)
  • Diploma of Financial Services (Financial Planning)
Huy Luu

Huy Luu

Representative – (ASIC No. 001001329)

Huy joined Fulcrum Wealth in 2014 bringing with her over a decade’s worth of experience in financial planning and the wealth management industry.

Prior to joining Fulcrum Wealth, Huy held a number of diverse roles with UBS, Investec Bank (Australia) and boutique financial advisory firms, where she has gained significant experience advising high net worth clients and their families in the areas of portfolio construction and investments, retirement planning, superannuation including SMSFs, taxation planning, structuring, personal insurance, and lending.

Huy enjoys meeting and understanding her clients, and assisting them to put in place strategies that will assist them in achieving their goals and objectives. Huy possesses both excellent interpersonal skills and an outstanding technical knowledge.

Huy holds a Bachelor of Business (Financial Planning) (Distinction). She is also a Certified Financial Planner®, Tax (financial) adviser and a Justice of the Peace.

Outside of the office, Huy enjoys spending time with family and friends, travelling, reading and running.

Memberships

Financial Planning Association of Australia (FPA) – CFP® Practitioner
Tax Practitioners Board – Tax (financial) adviser
NSW Attorney General & Justice – Justice of the Peace no. 184996

Professional Qualifications and Education

  • CERTIFIED FINANCIAL PLANNER® certification
  • Bachelor of Business (Financial Planning) with Distinction
  • Specialist SMSF Course (University of Adelaide)
  • Margin Lending and Gearing
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Diploma of Finance and Mortgage Broking Management

CFP®, CERTIFIED FINANCIAL PLANNER® and CFP_cmyk are certification marks owned outside the U.S. by 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.