Director, Financial Adviser
Current
Jan 2013 - Present
AeroLeads people directory · profile
Samuel Romeo Cfp® Email & Phone Number
Director, Financial Adviser
at
Multiply Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Director, Financial Adviser
Location
Malvern, Victoria, Australia
Who is Samuel Romeo Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Samuel Romeo Cfp® is listed as Director, Financial Adviser at Multiply Wealth Management, based in Malvern, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Samuel Romeo Cfp®.
Samuel Romeo Cfp® previously worked as Financial Planner at Anz and Wealth Manager at National Australia Bank. Samuel Romeo Cfp® holds Cfp Certification from Financial Planning Association Of Australia.
Company email context
Email format at Multiply Wealth Management
This section adds company-level context without repeating Samuel Romeo Cfp®'s masked contact details.
Multiply Wealth Management
Review company-level records connected to Samuel Romeo Cfp® before choosing the right outreach path.
Profile bio
About Samuel Romeo Cfp®
As the founder of Multiply Wealth Management, I have over 20 years’ experience in providing exceptional financial advice to my clients, putting their needs first at all times. I have extensive experience in all areas of financial planning, including self managed superannuation, investment planning and wealth protection advice.I am a CFP® accredited adviser, an internationally recognised certification and the highest a financial adviser can achieve. I also hold a Bachelor of Economics and a Diploma in Financial Planning.After a successful financial advisory career working in the banking sector, I decided to establish Multiply Wealth Management. This was so I could spend more time with my clients to gain a greater understanding of their lifestyle goals and offer them a broader range of tailored financial solutions. I believe in the importance of building strong long-term relationships and working closely with my clients to help them live their best life.
Listed skills include Retirement Planning, Superannuation, Wealth Management, Income Protection, and 29 others.
Current workplace
Samuel Romeo Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles · 25 years
Samuel Romeo Cfp® work experience
A career timeline built from the work history available for this profile.
3 education records
Samuel Romeo Cfp® education
Cfp Certification
Financial Planning Association Of Australia
Diploma Of Financial Planning
Bachelor Of Economics
FAQ
Frequently asked questions about Samuel Romeo Cfp®
Quick answers generated from the profile data available on this page.
What company does Samuel Romeo Cfp® work for?
Samuel Romeo Cfp® works for Multiply Wealth Management.
What is Samuel Romeo Cfp®'s role at Multiply Wealth Management?
Samuel Romeo Cfp® is listed as Director, Financial Adviser at Multiply Wealth Management.
Where is Samuel Romeo Cfp® based?
Samuel Romeo Cfp® is based in Malvern, Victoria, Australia while working with Multiply Wealth Management.
What companies has Samuel Romeo Cfp® worked for?
Samuel Romeo Cfp® has worked for Multiply Wealth Management, Anz, and National Australia Bank.
How can I contact Samuel Romeo Cfp®?
You can use AeroLeads to view verified contact signals for Samuel Romeo Cfp® at Multiply Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Samuel Romeo Cfp® attend?
Samuel Romeo Cfp® holds Cfp Certification from Financial Planning Association Of Australia.
What skills is Samuel Romeo Cfp® known for?
Samuel Romeo Cfp® is listed with skills including Retirement Planning, Superannuation, Wealth Management, Income Protection, Smsf, Pensions, Strategic Financial Planning, and Personal Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial