Financial Adviser · ORANGE, NSW

Peter David Roan

39 Years experience
Tax advice
authorised
ASIC Registered · ADV 000239830

Peter David Roan is a financial adviser based in Orange, New South Wales, with 39 years of experience in the financial services industry. Peter is currently authorised under Roan Financial Group Pty Ltd. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Planning (Certified Financial Planner Designation) from FPA/Deakin University. Peter is a member of Association of Taxation and Management Accountants, Financial Advice Association of Australia (FAAA), SMSF Association and Society of Trust and Estate Practitioners (STEP).

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

2000
Diploma of Financial Planning (Certified Financial Planner Designation)
FPA/Deakin University
2009
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2021
Graduate Diploma of Financial Planning
Deakin University
2021
Master of Financial Planning
Deakin University
2023
Master of Business Law
Southern Cross University

Registration History

Jul 2008 - Present Current

Source: ASIC Financial Advisers Register