Data sourced from ASIC Financial Advisers Register
Financial Adviser · KENT TOWN, SA

Fiona Elizabeth Romano

15 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services
Sydney, NSW
View firm profile
ASIC Registered · ADV 000408299

Fiona Elizabeth Romano is a financial adviser based in Kent Town, South Australia, with 15 years of experience in the financial services industry since 2011. Fiona is currently authorised under Psk Advisory Services. Fiona holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Fiona's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from GWM Adviser Services Ltd. Fiona is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
GWM Adviser Services Ltd
2011
Advanced Diploma of Financial Services (Financial Planning)
GWM Adviser Services Ltd
2021
FPC003 Superannuation and Retirement Advice
Kaplan Professional
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
TFA Tax for Financial Advising
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Nov 2019 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PORTFOLIO PLANNING SOLUTIONS LTD
Nov 2019 - May 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PPS LIFESTYLE SOLUTIONS PTY LTD
Nov 2019 - May 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
APOGEE FINANCIAL PLANNING PTY LTD
Jul 2018 - Oct 2019 Ceased
Westpac Banking Corporation
Feb 2013 - Jun 2018 Ceased
Excluding Self Managed Superannuation Funds
GWM ADVISER SERVICES PTY LTD
Jul 2011 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register