ARTHUR ROE

Financial Adviser · Melbourne, VIC

Registered

ARTHUR ROE is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 1998, based in Melbourne, Victoria. They are authorised to provide advice under CAPSTONE FINANCIAL PLANNING PTY LTD (AFSL licence #000223135). Registered qualifications on file include 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). Professional memberships listed: CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA).

Registration Number

000246127

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1998

Registration Date

06/09/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

ABN (Australian Business Number)

62274593905

📚 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)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.