Ronny Salomon

Approved Financial Planners

Gold
14 Yrs Experience
Floreat, WA 6014
Presently working as a Senior Financial Planner for Viridian Advisory, Helping clients achieve their lifestyle and financial goals through effective strategies. I provide holistic financial advice tailored for the complex needs of high net worth individuals and families. My clients ranges from those who are at the early stages with strong cash flow 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. Specific areas I advise on are superannuation and Retirement Planning, self-managed superannuation strategies, Wealth creation: investment portfolio construction and management, estate planning, cash flow management, debt structure and gearing strategies, insurance ownership, Plus a wide range of other tailored, financial solutions...

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Laws
  • Language spoken
    • English

Approved Financial Planners

Level 7, 437 Cambridge St
Floreat, WA 6014

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
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5.00
Knowledge & expertise
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5.00

"Ronny has been our Financial Adviser now for over three years. With her expertise and guidance she has ensured our portfolio is achieving and performing exactly to our needs and requirements. Her honesty and clear and concise advice has seen us take her recommendations into reality and we have benefited in changing our overall set up which has benefited our long term expectations."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Superannuation

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2008

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Training and Assessments (FSTA)
Completed
2008

Bachelor of Economics and Management

Level
7 - Bachelor Degree
Institution
Ruppin Academic Centre
Completed
2006

Master of Laws

Level
9 - Masters Degree
Institution
Bar-Ilan University
Completed
2002

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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