Financial Adviser · BROADBEACH, QLD

Domenic Romeo

30 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 001005687

Domenic Romeo is a financial adviser based in Broadbeach, Queensland, with 30 years of experience in the financial services industry. Domenic is currently authorised under Picture Wealth Advisory Pty Ltd. Domenic holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Economics and Marketing) from Curtin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Commerce (Economics and Marketing)

Curtin University

2004

Diploma of Financial Planning

Financial Planning Association

2019

FPC002B

Bridging Course - Ethics - Kaplan

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

AAN WEALTH MANAGEMENT PTY LTD

Jul 2024 - Sep 2024 Ceased

Euroz Hartleys Limited

May 2006 - Oct 2023 Ceased

Source: ASIC Financial Advisers Register