Financial Adviser
· SPRINGWOOD, QLD
Samuel John Romeo
No disciplinary history on record with ASIC
SPRINGWOOD,
QLD
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001314673
About Samuel John Romeo
Samuel John Romeo is a financial adviser based in Springwood, Queensland. Samuel is currently authorised under Altitude Financial Advisers. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Master of Financial Planning from Kaplan.
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
2021
Bachelor of Commerce
Griffith University
2023
Master of Financial Planning
Kaplan