Samuel Romeo Cfp®

Samuel Romeo Cfp® Email and Phone Number

Director | Financial Adviser at Multiply Wealth Management @ Multiply Wealth Management
Samuel Romeo Cfp®'s Location
Malvern, Victoria, Australia, Australia
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.

Samuel Romeo Cfp®'s Current Company Details
Multiply Wealth Management

Multiply Wealth Management

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Director | Financial Adviser at Multiply Wealth Management
Samuel Romeo Cfp® Work Experience Details
  • Multiply Wealth Management
    Director, Financial Adviser
    Multiply Wealth Management Jan 2013 - Present
    Melbourne, Australia
  • Anz
    Financial Planner
    Anz 2004 - 2012
  • National Australia Bank
    Wealth Manager
    National Australia Bank 2002 - 2004

Samuel Romeo Cfp® Skills

Retirement Planning Superannuation Wealth Management Income Protection Smsf Pensions Strategic Financial Planning Personal Financial Planning High Net Worth Individuals Life Insurance Managed Funds Key Person Insurance Insurance Holistic Financial Planning Certified Financial Planner Equities Critical Illness Retirement Savings Wealth Management Services Wealth Accumulation Portfolio Management Banking Investment Advisory Wealth Financial Advisory Investment Strategies Estate Planning Financial Planners Retirement Investments Debt Management Financial Services Financial Planning

Samuel Romeo Cfp® Education Details

Frequently Asked Questions about Samuel Romeo Cfp®

What company does Samuel Romeo Cfp® work for?

Samuel Romeo Cfp® works for Multiply Wealth Management

What is Samuel Romeo Cfp®'s role at the current company?

Samuel Romeo Cfp®'s current role is Director | Financial Adviser at Multiply Wealth Management.

What schools did Samuel Romeo Cfp® attend?

Samuel Romeo Cfp® attended Financial Planning Association Of Australia, Deakin University, Flinders University.

What skills is Samuel Romeo Cfp® known for?

Samuel Romeo Cfp® has skills like Retirement Planning, Superannuation, Wealth Management, Income Protection, Smsf, Pensions, Strategic Financial Planning, Personal Financial Planning, High Net Worth Individuals, Life Insurance, Managed Funds, Key Person Insurance.

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