Peter Roan Financial Planner Report

Name:
Peter Roan

Rep Number:
000239830

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2008-07-22 onwards

Location:
Orange, , NSW, 0

ABN:
88 660 689 351

Licensee
Name:

Number:
000326922

ABN:
36 126 956 983

Controlled By:

Appointed By
Name:
Roan Financial Group Pty Ltd

Licence Number:
000326922

ABN:
36 126 956 983

May advise on following product areas:
Investment Life Insurance
Life Risk Insurance Products
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA/UTS
AEPS Accredited Estate Planning
FPA/Deakin University
Diploma of Financial Planning (Certified Financial Planner Designation)
FPA
LRS Life Risk Specialist
Association of Taxation and Management Accountants
Public Practice Certificate
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Association of Taxation and Management Accountants
FOS - Financial Ombudsman Services Ltd
Financial Planning Association of Australia (FPA)
SMSF Association
Society of Trust and Estate Practitioners (STEP)