ARTHUR ROE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1978 - Bachelor of Business - Bachelor Degree (AQF 7) - RMIT University
1986 - Diploma in Taxation Law - Diploma (AQF 5) - Monash University
2001 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - ASX Listed Products Accreditation Course - Other - LPAC Online
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.