Financial Adviser
· MENTONE, VIC
Paula Rachael Romberg
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264956
Paula Rachael Romberg is a financial adviser based in Mentone, Victoria, with 20 years of experience in the financial services industry. Paula is currently authorised under Integrity Financial Planners Pty. Ltd.. Paula 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 Certified Financial Planner from Financial Planning Association. Paula 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Economics
La Trobe University
2000
Diploma of Financial Planning
FPA
2001
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional