Arthur Roe
Financial Adviser
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About
Arthur Roe is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from RMIT University (1978), a Diploma in Taxation Law from Monash University (1986), and certification as a Certified Financial Planner (CFP) from the Financial Planning Association of Australia (FPA) since 2001, Arthur brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with studies in Margin Lending and Geared Investments through Kaplan Professional (2010) and ASX Listed Products Accreditation via LPAC Online (2012). As a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), and the Financial Advice Association of Australia (FAAA), Arthur adheres to the highest professional standards, ensuring his clients receive ethical and reliable advice. Arthur is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, along with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Arthur today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Arthur Roe offer?
Arthur Roe specialises in providing advice on superannuation, retirement planning, wealth management, and insurance solutions. He is authorized to advise on a wide array of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications and experience does Arthur Roe have?
Arthur holds a Bachelor of Business from RMIT University, a Diploma in Taxation Law from Monash University, and is a Certified Financial Planner (CFP). He also has certifications in Margin Lending and Geared Investments, and ASX Listed Products. He is a member of CPA Australia, Chartered Accountants Australia and New Zealand, and the Financial Advice Association of Australia.
How does Arthur Roe approach financial planning?
Arthur takes a personalised approach to financial planning, focusing on understanding each client's unique circumstances and goals. He develops tailored strategies to help clients achieve their financial aspirations.
What can I expect during my first consultation with Arthur?
During your initial consultation, Arthur will discuss your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Arthur is the right financial adviser for you.
How can Arthur help me with my superannuation?
Arthur can provide advice on all aspects of superannuation, including contribution strategies, investment options, and retirement planning. He can help you optimise your superannuation to achieve your retirement goals.
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