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