Arthur Roe Financial Planner Report

Name:
Arthur Roe

Rep Number:
000246127

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Melbourne, , VIC, 0

ABN:
62 274 593 905

Licensee
Name:

Number:
000240687

ABN:
48 009 189 495

Controlled By:

Appointed By
Name:
Securitor Financial Group Ltd

Licence Number:
000240687

ABN:
48 009 189 495

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT University
Bachelor of Business
Financial Planning Association of Australia
Certified Financial Planner

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)