About Romeo

Romeo Stefanutti has nearly 20 years of experience in the financial services industry. His extensive experience has enabled him to develop a proven strategy that he successfully applies to his clients' portfolios.

 

Firstly, Romeo understands the individual needs of his clients. Only then does he appropriately advise on the best-suited risk and investment solutions tailored to each client’s circumstances. He focuses on capital protection, tax efficiency and capital appreciation. Romeo’s clients range from family trusts, high net worth individuals, companies and charitable organisations.

 

As a registered Wealth Manager, he offers the following services: estate planning, local and offshore pension advice, retirement planning, bespoke investment portfolios, tax efficient structures and investment solutions that enable his clients to achieve their financial objectives.

 

Romeo is consistently a top performer. He has received numerous production and quality awards over the last 20 years. As a Wealth Manager, he will undoubtedly add value to your financial well-being.

 

Qualifications

 

• RFP 3, National Certificate in Wealth Management
• Certificate in Business Building and Corporate Venturing
• RE 5
• CISI III, International Certificate in Wealth and Investment Management
• CISI IV, International Advanced Certificate in Wealth and Investment Management