MenuJesse Romeo
About Me
Jesse has been in the financial planning industry for 8 years, practicing as a financial planner since 2015. He is a member of the Financial Planning Association as an Accredited Financial Planner. Jesse is accredited to provide advice across a wide range of financial planning areas including superannuation, SMSF, gearing/margin lending, retirement and personal risk insurance. His passion is to help others and assist clients to achieve their goal in life.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 10 Years -
Licensed By Amp Financial Planning Pty Limited
