Forman Financial Services Pty Ltd
Financial Services - Sydney, New South Wales, Australia
Forman Financial Services Pty Ltd Employees
Forman Financial Services Pty Ltd Details
Forman Financial Services is a boutique practice based in Sydney's eastern suburbs, specialising in Financial Planning & Investment Advice. We help you reach your financial goals by planning & implementing investment strategies to create, accumulate & protect your wealth so that you can utilise your money when required or when dependent upon it in retirement.Our principal advisor is Solomon Forman with qualifications as both an Accountant & Certified Financial Planner giving him the ability to look at your financial picture in its totality. Solomon Forman is a Specialist Advisor with the Self-Managed Super Fund Professionals' Association & a Fellow with the Financial Services Institute of Australia. 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 & services to meet their financial needs. Our investment advice is catered to each client's goals and tailored strategies are implemented utilising a variety of investment options to maximise success. Forman Financial Services has a wholesale direct equity service that allows it to transact in Australian shares, ETF's and other listed securities. We subscribe to the latest investment technology & utilise highly sophisticated research software to keep ahead of investment information.We understand that a key component of financial security is Personal Protection, and advice is given on matters including Life Insurance and Income Protection, as well as business issues such as Key Person & Partnership Protection. Solomon Forman's experience, knowledge and desire to assist his client's achieve their financial goals inspired him to write his book "Securing Your Retirement Dreams" which has been well received by the financial community.SMSF SPECIALIST ADVISOR™SMSF SPECIALIST AUDITOR™CERTIFIED FINANCIAL PLANNER®MEMBER - INSTITUTE OF PUBLIC ACCOUNTANTS (MIPA)TAX AGENT
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