Sam Romeo
Sam joined Altitude in April 2021 and is now a Financial Adviser. 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.
Qualifications
Bachelor of Commerce (Economics), Griffith University
Master of Financial Planning, Kaplan
Currently registered with ASIC as a Provisional Financial Adviser (no. 1314673)
Speciality
Supporting hard-working individuals starting out and building confidence that they can achieve their financial goals.