Peter Alexander Roe – Financial Adviser
Adviser identifying number: 432933
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: QI FINANCIAL PTY LTD
Licence number: 313217
Licensee’s ABN: 11124979666
Licence controlled by: WING PLAN PTY LTD
The date the Financial Adviser commenced the appointment: 08/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QI FINANCIAL PTY LTD
Authorised Representative identifying number: 313217
Authorised Representative’s ABN: 11124979666
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business – University of Technology, Sydney
- Diploma of Financial Services (Financial Planning) – KAPLAN Professional Education
Relevant memberships of professional bodies or industry associations:
Peter Alexander Roe is authorised to provide advices on following products:
- Derivatives
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation