Financial Adviser
· MELBOURNE, VIC
Arthur Roe
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246127
Arthur Roe is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry. Arthur is currently authorised under Capstone Financial Planning Pty Ltd. Arthur 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 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