PETER ALEXANDER ROE

Licensee: QI FINANCIAL PTY LTD

PETER ALEXANDER ROE (Adviser# 000432933) 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 January 8, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETER ALEXANDER ROE
Adviser Number 000432933
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000313217
QI FINANCIAL PTY LTD
Licence ABN 11124979666
Licence Controlled By WING PLAN PTY LTD
Adviser Start Date 2013-01-08
Appointing Representative Name QI FINANCIAL PTY LTD
Appointing Representative Number 000313217
Appointing Representative ABN 11124979666

Authorisations to provide financial product advice

  • PETER ALEXANDER ROE
  • ·
  • Derivative
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Technology, Sydney
Diploma of Financial Services (Financial Planning) KAPLAN Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000313217 QI FINANCIAL PTY LTD
Licence controlled by: WING PLAN PTY LTD
2013-01-08 - QI FINANCIAL PTY LTD

Licensee Information

Licence Name QI FINANCIAL PTY LTD
Licence Number 000313217
Licence ABN 11124979666

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID JOHN SCOTT PERKIN Qi Financial Pty Ltd Ceased 2015-09-14
LAUREN CHAN Qi Financial Pty Ltd Current 2014-02-07
JARRAD BLEECHMORE Qi Financial Pty Ltd Current 2011-07-05
BRETT WING Qi Financial Pty Ltd Current 2008-08-08

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID JOHN SCOTT PERKIN Qi Financial Pty Ltd Ceased 2015-09-14
LAUREN CHAN Qi Financial Pty Ltd Current 2014-02-07
JARRAD BLEECHMORE Qi Financial Pty Ltd Current 2011-07-05
BRETT WING Qi Financial Pty Ltd Current 2008-08-08

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Dataset Information

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.