Anthony Roe

Roe Financial

Platinum
19 Yrs Experience
Port Lincoln, SA 5606
Hi, please review view our details on https://roefinancial.com.au/about/ We are based just outside the city with Easy parking at Suite 11, 780 South Road, Glandore, 08 7226 2119 Any questions just get in touch

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

After we scope the work you require, we offer a fixed fee arrangement. No commissions are charged on anything and we receive no other benefits. We work for you with a fixed fee, to negotiate the best deal for you.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 19
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Roe Financial

7, 80 Tasman Terrace
Port Lincoln, SA 5606

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Advice Evolution

AFSL 342880

4.85
19 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.50

"Anthony has given me advice mainly on maximising the return on my super/pension investment to allow me a comfortable life style after retirement. So far his recommendation has worked quite well"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me advice in areas including loan products, self managed super funds and managing debt. Anthony is able to explain things to me in a clear way. Through Anthony's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Anthony has given me advice in areas including Self Managed Super Funds and setting up pension funds. Anthony was usually able to explain things to me in a clear way. Through Anthony's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Anthony's full care and attention when I needed it. I like Anthony's common sense approach and can explain issues in a simple and easy to understand way."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has completely managed and advised us on our super fund pension fund and our savings. We have always found his investment advice has had our best interest at heart."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me great advise with my Investment and Superannuation needs. Providing me with a clear plan and a product that works very well for us. He is very knowledgeable, and I highly recommend his services."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me advice regarding super, insurance and investments. Anthony has always been able to understand my needs and explain things in simple terms. Anthony supported my family through a major health crisis and his insurance advice proved to be invaluable prior and during the crisis. Anthony assisted us within 24 hours of this happening. He was also able to adjust recommendations to meet our changing needs over the years as our children grew up. I regard Anthony as highly trustworthy and knowledgeable and would highly recommend him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been customers of Anthony's for a number of years. We find him easy to communicate with and he shows good understanding of our needs. He always has excellent feedback whenever we have an issue to address."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has been extremely helpful in advising me on insurance products and how they operate. Anthony was always timely in his advice and responses and his advice was always measured and reflective of deep and valuable experience."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony is very knowledgeable and always more than happy to assist. He speaks plain old easy to understand english and not high end accountant type vocabulary. He answers most of my calls first time, and on the rare occasion he doesn’t pick up he will always respond within an hour or so. Some sound advice from Anthony through some very adverse periods has assisted me to build my wealth portfolio significantly. Thanks Anthony"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Anthony has been my financial adviser for over 10 years, providing advice on my superannuation fund and other investment strategies. Anthony has always been accessible and provide the information and assistance I have required in a friendly and clear manner. On occasion I have recommended his services to other members of my family and friends."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Accounting

Level
6 - Advanced Diploma, Associate Degree
Institution
TAFE Higher Education SA
Completed
2002

Diploma of Property Services (Agency Management)

Level
5 - Diploma
Institution
TAFE Higher Education SA
Completed
2015

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Bachelor of Arts

Level
7 - Bachelor Degree
Institution
Flinders University
Completed
2002

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Institute of Public Accountants (IPA)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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