Peter Roan – Financial Adviser

Adviser identifying number: 239830
Status: Current
Adviser’s ABN: 88660689351
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: ROAN FINANCIAL GROUP PTY LTD
Licence number: 326922
Licensee’s ABN: 36126956983
Licence controlled by: ROAN FINANCIAL GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 22/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ROAN FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 326922
Authorised Representative’s ABN: 36126956983

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:

• AEPS Accredited Estate Planning – FPA/UTS
• Diploma of Financial Planning (Certified Financial Planner Designation) – FPA/Deakin University
• LRS Life Risk Specialist – FPA
• Public Practice Certificate – Association of Taxation and Management Accountants
• SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Association of Taxation and Management Accountants
• FOS – Financial Ombudsman Services Ltd
• Financial Planning Association of Australia (FPA)
• SMSF Association
• Society of Trust and Estate Practitioners (STEP)

Peter Roan is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility