Samuel Romeo

Multiply Wealth Management Ltd

Gold
22 Yrs Experience
Malvern, VIC 3144

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.

My primary objective is for my clients to achieve the financial freedom they desire.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Multiply Wealth Management Ltd

181a Glenferrie Rd
Malvern, VIC 3144

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Multiply Wealth Advisory Pty Ltd

AFSL 521786