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.
I would highly recommend Roman! Roman provided me with advice in the areas of superannuation, life, tpd, trauma and income protection insurance.
"Roman is extremely easy to deal with, he is very professional, knowledgeable and always available to answer questions.
He explains everything in terms that we can understand and is always happy for us to ask questions if we need to be. He is very helpful and takes the necessary time to go through everything with us. I feel very confident that the advice he provided me was right for my needs.
Roman had been recommended to us and since our introduction he has diligently taken us through a strategic review of our optimum path both from an investment and a mortgage management perspective. He took time to listen, record and then consider the best approach whilst placing comforting weight on our view to risk. To engage Roman was a big step for us but one we have been to date most comfortable with. We very much look forward to working closely with Roman to achieve our ambitions. Ambitions we feel sure Roman is committed to on our behalf.
Roman is extremely helpful in all aspects of our super funds , We trust him implicitly with all our financial requirements.
Prior to meeting Roman I had no interest in wanting to take on insurance or really care about superannuation etc. However meeting with him he explained me the concepts in greater details in a language that I could resonate. He made the application process very simple and kept me up to date with every step. I now feel secured knowing that my young family is well looked after if anything was to happen to me. Thank you for all your help and ongoing assistance.
We have been clients of Roman’s for a number of years now. Roman has always been available to answer any questions we have and he provides all advice in a way we can understand! Roman offers support to us on a regular basis and he always provides us with follow up appointments to ensure we are on track with our finances. We find Roman always goes above and beyond with his services, he takes great care in getting to know our lifestyle, our needs and our families. The care he takes in the little details are what sets Roman apart from all others.
- Adviser status Silver
- Number of reviews 40
- First year providing advice 2012
- Years of experience 11
- Bachelor of Business (Banking and Finance)
Summit Wealth Partners Pty Ltd6 Harris Ct
Clarinda, VIC 3169
- 8:00am – 6:00pm Monday – Sunday
Lifespan Financial Planning