Anthony Philip Roe
Financial Adviser in Glandore, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235880
- Location
- Glandore SA 5037
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 November 2024
- First provided advice
- 2003
- Qualifications
- Company Directors Course Diploma, Australian Institute of Company Directors (2001); Advanced Diploma of Accounting, TAFE SA (2002); Bachelor of Arts, The Flinders University of South Australia (2002); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Diploma of Property Services (Agency Management), TAFE SA (2015); Approved Gearing Status Accreditation, Financial Wisdom (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education (2020); SuperConcepts & ICFS Specialist SMSF Course, The University of Adelaide (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Philip Roe
Anthony Philip Roe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Glandore, South Australia (adviser number 000235880).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 1 November 2024.
According to the register, Anthony first provided financial advice in 2003. The qualifications listed for Anthony include Company Directors Course Diploma (Australian Institute of Company Directors, 2001), Advanced Diploma of Accounting (TAFE SA, 2002) and Bachelor of Arts (The Flinders University of South Australia, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Philip Roe a registered financial adviser?
Yes. Anthony Philip Roe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235880.
Which licensee does Anthony Philip Roe work under?
Count Financial Limited, Australian financial services licence 227232.
What can Anthony Philip Roe give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.