Arthur Roe
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246127
- Location
- Melbourne VIC 3000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 6 September 2019
- First provided advice
- 1998
- Qualifications
- Bachelor of Business, RMIT University (1978); Diploma in Taxation Law, Monash University (1986); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2001); Margin Lending and Geared Investments, Kaplan Professional (2010); ASX Listed Products Accreditation Course, LPAC Online (2012)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- 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 Arthur Roe
Arthur Roe is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000246127.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 6 September 2019.
According to the register, Arthur first provided financial advice in 1998. Qualifications and training on file include Bachelor of Business (RMIT University, 1978), Diploma in Taxation Law (Monash University, 1986) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2001). Arthur is recorded as a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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 Arthur Roe a registered financial adviser?
Yes. Arthur Roe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246127.
Which licensee does Arthur Roe work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Arthur 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.