Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Arthur Roe

MELBOURNE, VIC
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000246127
Practice
Ara Financial Planning Services
Melbourne, VIC (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Arthur Roe

Arthur Roe is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry since 1998. Arthur works at Ara Financial Planning Services, which is licensed through Capstone Financial Planning. Arthur holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Arthur's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Arthur is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1978
Bachelor of Business
RMIT University
1986
Diploma in Taxation Law
Monash University
2001
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
ASX Listed Products Accreditation Course
LPAC Online

Registration History

Capstone Financial Planning Pty Ltd
Sep 2019 - Present Current
SECURITOR FINANCIAL GROUP PTY LIMITED
Dec 2003 - Sep 2019 Ceased

Source: ASIC Financial Advisers Register