Financial Adviser · ORANGE, NSW

Peter David Roan

ORANGE, NSW

39 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239830

Currently at

Roan Financial Group

Orange, NSW (firm address)

View firm profile

About Peter David Roan

Peter David Roan is a financial adviser based in Orange, New South Wales, with 39 years of experience in the financial services industry since 1987. Peter is currently authorised under Roan Financial Group. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Diploma of Financial Planning (Certified Financial Planner Designation) from FPA/Deakin University. Peter is a member of Association of Taxation and Management Accountants, Financial Advice Association of Australia (FAAA), SMSF Association and Society of Trust and Estate Practitioners (STEP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Diploma of Financial Planning (Certified Financial Planner Designation)

FPA/Deakin University

2009

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

2021

Graduate Diploma of Financial Planning

Deakin University

2021

Master of Financial Planning

Deakin University

2023

Master of Business Law

Southern Cross University

Registration History

Roan Financial Group Pty Ltd

Jul 2008 - Present Current

Source: ASIC Financial Advisers Register