Stuart James Roe
Financial Adviser in Glandore, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277708
- Location
- Glandore SA 5037
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 16 September 2019
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financia, Tribeca (Kaplan Professional) (2007); Diploma of Financial Services (Financial Plannin, Tribeca (Kaplan Professional) (2007); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- 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 Stuart James Roe
Stuart James Roe is a financial adviser in Glandore, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000277708.
The licensee Stuart advises under is Advice Evolution Pty Ltd (AFS licence 342880). The current authorisation started on 16 September 2019.
According to the register, Stuart first provided financial advice in 2004. Qualifications and training on file include Advanced Diploma of Financial Services (Financia (Tribeca (Kaplan Professional), 2007), Diploma of Financial Services (Financial Plannin (Tribeca (Kaplan Professional), 2007) and Graduate Diploma of Financial Planning (Kaplan Professional, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Stuart is authorised to advise 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 Stuart James Roe a registered financial adviser?
Yes. Stuart James Roe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277708.
Which licensee does Stuart James Roe work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Stuart James 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.