ANTHONY PHILIP ROE
Financial Adviser · Glandore, SA
📚 Qualifications & Training
2001 - Company Directors Course Diploma - Diploma (AQF 5) - Australian Institute of Company Directors
2002 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE SA
2002 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Flinders University of South Australia
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2015 - Diploma of Property Services (Agency Management) - Diploma (AQF 5) - TAFE SA
2018 - Approved Gearing Status Accreditation - Other - Financial Wisdom
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2022 - SuperConcepts & ICFS Specialist SMSF Course - Other - The University of Adelaide
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.