Jesse Romeo  - Adviser  EMAIL: j.romeo@ejm.com.au MOBILE:  0433 553 024

Jesse Romeo  - Adviser 

EMAIL: j.romeo@ejm.com.au

MOBILE:  0433 553 024

About

Experience

I have been in the financial services industry for over 5 years and joined the EJM team at the start of 2016. I enjoy creating happiness for my clients and love to see a client achieve a holiday or goal that they once thought was unachievable. My family and I have personally seen the benefits that financial planning and particularly insurance and superannuation advice can provide. It is the reason I decided to get into this industry and I want to make sure that I can pass this knowledge and experience on for every one of my clients.

I can provide advice in the following areas:

  • Superannuation & Self Managed Super Funds
  • Insurance
  • Investments
  • Centrelink & Aged Care advice
  • Retirement Planning
  • Debt Reduction & Budgeting/Cash flow Analysis

Qualifications

  • Bachelor of Business (Specializing in Financial Planning) at RMIT
  • Currently undertaking a Masters of Financial Planning

More About Me

  • Standing 6ft 3, I have played basketball at state level in the BIG V competition for over a decade
  • Love to travel and my next trip is to the US to see an NBA Basketball game
  • Huge Collingwood Football Club Supporter