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  3. Romeo Abdo

Romeo Abdo

Name
Romeo Abdo
ID
1245685
ABN
–
First Provided Advice
2016
Restrictions
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2001 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Deakin University
  • 2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
  • 2016 - Tier 1 Margin Lending - Diploma (AQF 5) - Kaplan Professional
  • 2017 - 5 Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Godfrey Pembroke Group Pty Ltd (#245451)
Commenced
June 1, 2021
Ceased
Oct. 13, 2023
Status
Ceased
Licence Holder
Gpl (vic) Pty Ltd (#230690)
Commenced
May 24, 2021
Ceased
May 31, 2021
Status
Ceased
Licence Holder
Primestock Securities Limited (#239180)
Commenced
Feb. 20, 2019
Ceased
Sept. 23, 2020
Status
Ceased
Licence Holder
Primestock Wealth Management Pty Ltd (#240277)
Commenced
Feb. 20, 2019
Ceased
Sept. 23, 2020
Status
Current
Licence Holder
Interprac Financial Planning Pty ltd (#246638)
Commenced
Nov. 17, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Australia And New Zealand Banking Group Limited (#234527)
Commenced
July 26, 2016
Ceased
Aug. 13, 2017