People

Jeff Salomon

Director

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 investment, insurance, and lending needs. He worked at Westpac as a financial advisor and then spent 4 years working as a consultant with Investec Private Advisers. In 2010 he founded Fulcrum Wealth and has built the business over the last 5 years providing advice to clients on investments and insurance. In 2015 Jeff and Huy founded Fulcrum Loans in order to complement their existing service offering to clients to meet their lending requirements. He is passionate about servicing clients and providing them with optimal solutions to their needs and long term goals. 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™
• Certificate IV in Finance and Mortgage Broking

Memberships

• The Financial Planning Association of Australia Limited
• Tax Practitioners Board – Tax (financial) adviser
• NSW Attorney General & Justice – Justice of the Peace no. 207306

Huy Luu

Director and Credit 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, UBS, and currently working at Fulcrum Wealth. In 2015 Huy and Jeff founded Fulcrum Loans in order to complement their existing service offering to clients to meet their lending requirements In her spare time, Huy enjoys spending time with family and friends, reading and travelling.

Professional Qualifications

• Certified Financial Planner®
• Bachelor of Business (Financial Planning)
• Advanced Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Financial Planning)
• Certificate IV in Finance and Mortgage Broking
• Cavendish and ICFS Specialist SMSF Course

Memberships

• Finance Brokers Association of Australia Limited (FBAA)
• The Financial Planning Association of Australia Limited
• Tax Practitioners Board – Tax (financial) adviser
• NSW Attorney General & Justice – Justice of the Peace no. 184996

Huy Luu is a Credit Representative (Number 478449) and is authorised under Australian Credit Licence Number 389328.