PETER DAVID ROAN
Financial Adviser · Orange, NSW
📚 Qualifications & Training
2000 - Diploma of Financial Planning (Certified Financial Planner Designation) - - FPA/Deakin University
2009 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
2023 - Master of Business Law - Masters Degree (AQF 9) - Southern Cross University
🏢 Professional Memberships
Association of Taxation and Management Accountants
Financial Advice Association of Australia (FAAA)
SMSF Association
Society of Trust and Estate Practitioners (STEP)
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.