Exciting Team Update: Sam Romeo Becomes a Provisional Financial Adviser & Brendan Stainer Begins His Professional Year
We’re thrilled to share some exciting news from the Altitude Team as two of our talented team members are taking the next big steps in their careers.
Samuel Romeo Now a Provisional Financial Adviser
We are delighted to announce that Samuel Romeo has successfully passed the Financial Adviser Exam and is now officially a Provisional Financial Adviser.
Sam has taken huge strides in his professional development, growing in capability, confidence, and technical skill, since joining the Altitude Team in 2021 and this is a significant achievement and a key step toward becoming a fully qualified Financial Adviser. Sam is now registered with ASIC as a Provisional Financial Adviser of Altitude Financial Advisers Pty Ltd (AFSL 496178). Sam is completing his professional year under the supervision of Brett Moxey (Authorised Representative of Altitude Financial Advisers Pty Ltd – AFSL 496178).
Brendan Stainer Begins His Professional Year
We are also pleased to announce that Brendan Stainer has recently commenced his professional year.
The professional year is an important milestone for aspiring financial advisers. It bridges the gap between academic study and professional practice, ensuring new financial planners are not only well-qualified and skilled but also aligned with the high ethical and professional standards that build trust in the industry and with our values clients.
At Altitude, our Professional Year Program reflects our deep commitment to mentorship, supervision, development, and hands-on learning. Under the guidance of multiple senior financial planners, this collaborative approach ensures participants are supported in refining their technical skills, gaining real-world experience, and deepening their understanding of our business operations.
Brendan has been a valued part of the Altitude team since 2023 and has consistently demonstrated his dedication by supporting our Financial Advisers in preparing and implementing Statements of Advice and assisting with progress meetings. Brendan is providing services under the supervision of Adam Hurwood. Adam is an Authorised Representative of Altitude Financial Advisers Pty Ltd (AFSL 496178).
Looking Ahead
We are incredibly proud of both Brendan and Sam and look forward to supporting them as they continue to grow professionally. Their progress is a reflection of the strong culture of learning and development we foster here at Altitude.
Please join us in congratulating them on these exciting milestones!
Altitude Financial Planning is a Corporate Authorised Representative of Altitude Financial Advisers Pty Ltd
ABN 95 617 419 959
AFSL 496178
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