Samuel Romeo
Director, Financial Adviser at Multiply Wealth Management
Based in Malvern, Australia
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Seniority
Director
Department
Finance & Accounting
Location
Malvern
Industry
Financial Services
Company size
1
Contact information
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s•••••••@multiplywm.com.au
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Background
About Samuel Romeo
As the founder of Multiply Wealth Management, I have over 20 years’ experience in providing exceptional financial advice to my clients, putting their needs first at all times. I have extensive experience in all areas of financial planning, including self managed superannuation, investment planning and wealth protection advice. I am a CFP® accredited adviser, an internationally recognised certification and the highest a financial adviser can achieve. I also hold a Bachelor of Economics and a Diploma in Financial Planning. After a successful financial advisory career working in the banking sector, I decided to establish Multiply Wealth Management. This was so I could spend more time with my clients to gain a greater understanding of their lifestyle goals and offer them a broader range of tailored financial solutions. I believe in the importance of building strong long-term relationships and working closely with my clients to help them live their best life.
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