Sam Romeo— Paraplanner

Sam joined Altitude in April 2021 and is now a Paraplanner. Sam enjoys applying himself to improving his clients’ financial situation in the bigger picture, knowing that he is positively affecting the future livelihood of individuals and their families with personalised care. Understanding their situation through SOAs and managing the insurance needs of respective clients. Outside of work, Sam likes getting active by playing squash, touch football, and golf. His favourite sports team is the Brisbane Broncos.


Bachelor of Commerce (Economics), Griffith University

Master of Financial Planning, Kaplan