Our principal advisor, with over two decade’s experience, is Mr Solomon Forman. Solomon is a Financial Planner, Accountant, SMSF Specialist Advisor, SMSF Auditor & Tax Agent specialising in wealth preservation and retirement funding. His qualifications as both an Accountant and Certified Financial Planner give him the ability to look at a financial picture in its totality.
Mr Forman is a Specialist Advisor with the Self-Managed Super Fund Professionals’ Association. Forman Financial Services is a holder of the Australian Financial Services License, enabling us to provide clients with a wide range of advice, strategies, products and services to meet their financial needs.
Solomon's experience, knowledge and desire to assist his clients to achieve their financial goals inspired him to write his book Securing Your Retirement Dreams
. This informative book provides proven financial planning strategies that will take all the fear and anxiety out of funding your retirement.
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To view client recommendations please check Solomon Forman's LinkedIn profile