Samuel Romeo
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000432532
- Location
- Malvern VIC 3144
- Licensee
- Multiply Wealth Advisory Pty Ltd (AFSL 521786)
- Authorised since
- 27 July 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, Flinders University of South Australia (1998); Diploma of Financial Services (Financial Planning), ThreeSixty (2003); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2007); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Samuel Romeo
Samuel Romeo is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Malvern, Victoria (adviser number 000432532).
Samuel provides advice as an authorised representative of Multiply Wealth Advisory Pty Ltd, which holds Australian financial services licence 521786. That authorisation dates from 27 July 2020.
The register records 2002 as the year Samuel first provided financial advice. Qualifications and training on file include Bachelor of Economics (Flinders University of South Australia, 1998), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2003) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2007). Samuel is recorded as a member of CFP – Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Samuel Romeo a registered financial adviser?
Yes. Samuel Romeo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000432532.
Which licensee does Samuel Romeo work under?
Multiply Wealth Advisory Pty Ltd, Australian financial services licence 521786.
What can Samuel Romeo give advice on?
The register lists these advice areas: superannuation; securities; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.