We’re an advisory firm that specialises in developing long-term strategies to help you achieve your financial and life goals.
Our philosophy is that no two clients will ever be the same and that's why we offer a personalised approach to your wealth management.
We work hard to understand your goals and circumstances and provide accurate and individualised advice to empower you to make the right choices for yourself and your family.
Roman established Summit Wealth Partners in 2019 to help you make informed decisions about your future and ensure you accomplish your financial goals.
Having worked in senior financial roles within some of Australia’s largest banks, Roman saw an opportunity to provide a more personalised and transparent approach to wealth management.
Roman prides himself on understanding your unique needs and requirements and is driven to find a solution that best suits you.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 40
- First year providing advice 2012
- Years of experience 11
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Highest qualification
- Bachelor of Business (Banking and Finance)
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Language spoken
- English
Summit Wealth Partners Pty Ltd
6 Harris CtClarinda, VIC 3169

Opening hours
- 8:00am – 6:00pm Monday – Sunday
Licensed by
Lifespan Financial Planning
AFSL 229892
