About Me

Romeo has worked in the financial services industry since 2004. Over the years, he has served in various roles, including client services, administration, para-planning, associate adviser, and more recently as a financial adviser. His extensive experience and expertise in the field can help you in areas such as managing debt, setting savings goals, building your superannuation through efficient contribution strategies, minimising taxes, retirement planning, creating tax-free retirement incomes, building investment portfolios to accumulate wealth, personal protection insurance for you and your family, help with social security, understand the complexity of age care, understanding SMSFs including benefits and challenges and estate planning considerations.