Peter David Roan
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239830
- Location
- Orange NSW 2800
- Licensee
- Roan Financial Group Pty Ltd (AFSL 326922)
- Authorised since
- 22 July 2008
- First provided advice
- 1987
- Qualifications
- Diploma of Financial Planning (Certified Financial Planner Designation), FPA/Deakin University (2000); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2009); Graduate Diploma of Financial Planning, Deakin University (2021); Master of Financial Planning, Deakin University (2021); Master of Business Law, Southern Cross University (2023)
- Memberships
- Association of Taxation and Management Accountants; Financial Advice Association of Australia (FAAA); SMSF Association; Society of Trust and Estate Practitioners (STEP)
- 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 Peter David Roan
Peter David Roan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Orange, New South Wales (adviser number 000239830).
The licensee Peter advises under is Roan Financial Group Pty Ltd (AFS licence 326922). The current authorisation started on 22 July 2008.
According to the register, Peter first provided financial advice in 1987. The qualifications listed for Peter include Diploma of Financial Planning (Certified Financial Planner Designation) (FPA/Deakin University, 2000), SMSF Specialist Advisor (SSA) Accreditation (SMSF Association, 2009) and Graduate Diploma of Financial Planning (Deakin University, 2021). Professional memberships recorded: Association of Taxation and Management Accountants, Financial Advice Association of Australia (FAAA) 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 Peter David Roan a registered financial adviser?
Yes. Peter David Roan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239830.
Which licensee does Peter David Roan work under?
Roan Financial Group Pty Ltd, Australian financial services licence 326922.
What can Peter David Roan 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.