Our Team

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Romi Bitar, CFP® & LRS® & B.Bus (FP) & Dip Bus

Senior Financial Planner

Romi is a Certified Financial Planner (CFP ®) and Life Risk Specialist with 16 years experience as a Financial Planner. He has a Bachelor of Business majoring in Financial Planning from RMIT and an Associate Diploma in Accounting. Romi is currently a member of both the Financial Planning Association of Australia Limited (FPA) and the Association of Financial Advisers (AFA). Romi has been the Managing Director of Financial Solutions Victoria since 2005 and has overseen the continued growth of this business whilst leading the industry with the Fee for Service offering.

Romi specialises in providing strategic financial advice for Superannuation and Retirement Planning, Self-Managed Superannuation Funds, Risk Management and he is an accredited Aged Care Professional TM by the Financial Aged Care Guidance Panel