Sam Romeo Financial Planner Report

Name:
Sam Romeo

Rep Number:
000432532

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2016-06-04 onwards

Licensee
Name:

Number:
000425511

ABN:
86 159 583 123

Appointed By
Name:
Pfa Adviser Services Pty Ltd

Licence Number:
000425511

ABN:
86 159 583 123

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Flinders University of South Australia
Bachelor of Economics
ThreeSixty
Diploma of Financial Services (Financial Planning)

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)
SMSF Association