You know
We can show you How
to get there…and
keep you on the right path,
Providing guidance along
the way to help you
reach your destination.
You know Where you want to go…
We can show you How to get there…and keep you on the right path,
Providing guidance to reach your destination.
Romeo Financial Services is here to help
We’re proud to have provided personalised advice for more than 35 years.
Wherever you are on your financial journey, we won’t just help you create a plan – we’ll help put it into action and assist you with any changes you may have to make to keep you on the right path.
We offer advice and services for wherever you are on life’s journey
–
It doesn’t matter what stage of your journey you’re at…
We can help you get underway and on the right path.
01.
Plan & Build
The road to financial security starts here.
- Investment options
- Finance advice
- Budgeting & Cashflow
02.
Secure & Protect
Stay safe and in control along the way.
- Personal, Employer & Self-managed Super Fund
- Refinancing Advice
- Wills & Powers of Attorney
03.
Spend & Enjoy
Make the journey worthwhile.
- Superannuation strategies
- Post-retirement budgets
- Estate planning
01.
Plan & Build
The road to financial security starts here.
- Investment options
- Finance advice
- Budgeting & Cashflow
02.
Secure & Protect
Stay safe and in control along the way.
- Personal, Employer & Self-managed Super Fund
- Refinancing Advice
- Wills & Powers of Attorney
03.
Spend & Enjoy
Make the journey worthwhile.
- Superannuation strategies
- Post-retirement budgets
- Estate planning
Talk to us today.
(03) 9410 9260
We can provide specialised guidance & advice on a range of financial solutions.
Joe Romeo Authorised Representative No. 291956,
Director of Khameo Nominees Pty Ltd as Trustee for the Khameo Family Trust ABN 20 382 117 447
(which trades as Romeo Financial Services) 416 High St Northcote, Vic. 3070 Tel. 03 9410 9260
Corporate Authorised Representative No. 421076 of Risk and Investment Advisors Australia Pty Ltd ABN 21 104 922 394
Australian Financial Services Licence (AFSL) 238141
Level 13, 111 Elizabeth Street Sydney, NSW 2000 Phone: 1300 133 511 Email: enquiries@beacongroup.com.au
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