Our Team

Fiona Romano
Private Client Adviser

Fiona has worked in the financial services sector for 25 years in various roles, both in Australia and overseas. The industry is in her blood – she began her career in 2005 as a Client Service Manager in her father's financial planning business before transitioning to an Associate Adviser role in 2011 and becoming an authorised Financial Adviser in 2013.

She specialises in retirement planning and has a passion for helping Centrelink clients navigate the welfare and pension system, providing valued assistance in what can often be a daunting process.

Fiona enjoys spending time with her two beautiful daughters, family, and friends. She stays active by playing basketball and netball each week and loves travelling and attending concerts to satisfy her cultural interests.

Accreditations
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Economic & Legal Context for Financial Planning
  • Client Engagement Skills
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Adelaide office