Ronny Salomon

Equity Trustees Limited

Gold
16 Yrs Experience
Perth, WA 6000

Presently working as a Private Client Adviser at Equity Trustees .

Ronny has more than 20 years of experience in financial services. Her career began in Israel in 2000 as a Mortgage Consultant, moving on to be an Economist and Financial Adviser for Financial Guardian Limited. After migrating to Australia, she embarked on her current career in Australian Financial Planning in 2007, working for both large corporations and boutique practices.

Ronny’s education and overseas experience enabled her to acquire the qualifications to practice as an Adviser in Australia and she rapidly developed her knowledge of the Australian Financial Industry.

Ronny is a Certified Financial Planner (CFP), holds a master’s degree in Business Law, Bachelor’s Degree in Economics and Management, Advanced Diploma in Financial Planning including SMSF Specialist Accreditation and is FASEA compliant.

Throughout the years, Ronny has been helping clients achieve their lifestyle and financial goals through effective strategies by providing holistic financial advice tailored to each client’s specific needs.

The clients Ronny has worked with range from those who are at the early stages of adult life, looking to establish themselves and ensuring they have the building blocks in place, to those with long established wealth with more focus on risk management, estate planning and wealth transfer to the next generation.

Away from work Ronny loves spending time with her family and friends. She is a proud mother of three kids, enjoys cooking, traveling, and exploring.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Laws
  • Languages spoken
    • English
    • Hebrew

Equity Trustees Limited

Level 3, 28 The Esplanade
Perth, WA 6000

Opening hours

  • 9:00am – 2:00pm Monday, Wednesday
  • 9:00am – 4:00pm Tuesday, Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Equity Trustees Wealth Services Limited

AFSL 234528

Australian Executor Trustees

AFSL 240023