PETER ROAN (Adviser# 000239830) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 22, 2008.
| Register Name | Financial Advisers |
| Adviser Name | PETER ROAN |
| Adviser Number | 000239830 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 88660689351 |
| Adviser First Advice Year | 1987 |
| Financial Service (AFS) Licence |
Licence# 000326922 ROAN FINANCIAL GROUP PTY LTD |
| Licence ABN | 36126956983 |
| Licence Controlled By | ROAN FINANCIAL GROUP PTY LTD |
| Adviser Start Date | 2008-07-22 |
| Appointing Representative Name | ROAN FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 000326922 |
| Appointing Representative ABN | 36126956983 |
| 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) |
|
| Qualification / Degree | Institute / School |
|---|---|
| AEPS Accredited Estate Planning | FPA/UTS |
| Diploma of Financial Planning (Certified Financial Planner Designation) | FPA/Deakin University |
| LRS Life Risk Specialist | FPA |
| Public Practice Certificate | Association of Taxation and Management Accountants |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000326922 |
ROAN FINANCIAL GROUP PTY LTD
Licence controlled by: ROAN FINANCIAL GROUP PTY LTD |
2008-07-22 - | ROAN FINANCIAL GROUP PTY LTD |
| Licence Name | ROAN FINANCIAL GROUP PTY LTD |
| Licence Number | 000326922 |
| Licence ABN | 36126956983 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.