About Us
Romeo Abdo
Romeo Abdo is an experienced Certified Financial Planner® (CFP) with a rich and diverse background in the financial services industry.Romeo is here to assist you with your personal financial needs. This includes managing debt, setting savings goals, building your superannuation through efficient contribution strategies, minimising taxes, retirement planning, creating tax-free retirement incomes, building investment portfolios to accumulate wealth, personal protection insurance for you and your family, help with social security, understand the complexity of age care, understanding SMSFs and their benefits and estate planning considerations.
I find nothing more fulfilling than helping my clients navigate through uncertainty and confidently securing their financial future. By building strong and trustworthy relationships, I am able to guide and coach my clients towards achieving their financial goals which is an incredibly rewarding experience
Romeo has worked in the financial services industry since 2004. Over the years, he has served in a variety of roles, including client services, administration, para-planning, associate adviser, and more recently as a financial adviser. His extensive experience and expertise in the field make him a valuable asset to the organisation.
Romeo holds the prestigious designation of Certified Financial Planner® (CFP), has completed the FASEA education requirements (Adviser Exam and Ethics & Professionalism), and has earned a Graduate Diploma in Financial Planning and a Bachelor's Degree in Commerce and Arts.
Romeo is married to Linda, and they have three children. He is a hands-on father who has supported his children through many of their sporting activities, in particular as a soccer coach and team manager at the local little athletics club. He also enjoys watching his beloved Carlton Football Club as well as camping and fishing during the summer months.