Samuel Romeo Cfp® Email and Phone Number
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® Skills
Samuel Romeo Cfp® Education Details
-
Financial Planning Association Of AustraliaCfp Certification -
Diploma Of Financial Planning -
Bachelor Of Economics
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial