Michael Roe
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Michael Roe is an ASIC-registered financial adviser based in Brisbane, Queensland, committed to helping clients achieve their financial goals through personalised and strategic advice. With a strong foundation built upon a Bachelor of Engineering from the University of Queensland (1980), a Graduate Diploma of Applied Finance & Investment from the Securities Institute of Australia (1989), and a Diploma of Financial Planning from Deakin University (1993), Michael possesses a wealth of knowledge and experience to guide you through the complexities of the financial landscape. As a member of FINSIA and the Stockbrokers and Investment Advisers Association (SIAA), Michael adheres to the highest professional standards, ensuring you receive ethical and reliable advice. He is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Michael can assist you with: • Superannuation advice to optimise your retirement savings • Comprehensive wealth management strategies tailored to your individual needs • Investment advice in securities, derivatives, and government debt securities • Strategic financial planning to achieve your long-term objectives Take the first step towards securing your financial future. Contact Michael today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Michael Roe provide?
Michael Roe specialises in superannuation advice, wealth management, and investment strategies involving securities, derivatives, and government debt securities. He can help you create a comprehensive financial plan tailored to your unique circumstances and goals.
What are Michael Roe's qualifications and experience?
Michael holds a Bachelor of Engineering, a Graduate Diploma of Applied Finance & Investment, and a Diploma of Financial Planning. He is also a member of FINSIA and the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to professional excellence and ethical conduct.
How does Michael Roe develop a financial plan for his clients?
Michael takes a personalised approach to financial planning. He begins by understanding your current financial situation, goals, and risk tolerance. He then develops a tailored plan that addresses your specific needs and objectives, regularly reviewing and adjusting the plan as your circumstances change.
What can I expect during my first meeting with Michael Roe?
During your initial consultation, Michael will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This is an opportunity for you to ask questions and determine if Michael is the right financial adviser for you.
Does Michael Roe work with self-managed super funds (SMSFs)?
Yes, Michael Roe provides advice and services to individuals with self-managed super funds. He can assist with investment strategies, compliance, and other aspects of managing your SMSF.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.