Financial Adviser
· MALVERN, VIC
Samuel Romeo
No disciplinary history on record with ASIC
MALVERN,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000432532
About Samuel Romeo
Samuel Romeo is a financial adviser based in Malvern, Victoria, with 24 years of experience in the financial services industry since 2002. Samuel is currently authorised under Multiply Wealth Advisory. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Samuel's qualifications include a CFP from FPA. Samuel is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Economics
Flinders University of South Australia
2003
Diploma of Financial Services (Financial Planning)
ThreeSixty
2007
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2010
CFP
FPA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register