Stuart Roe

Roe Financial

Silver
18 Yrs Experience
Port Lincoln, SA 5606

Recent reviews

Roe Financial

7, 80 Tasman Terrace
Port Lincoln, SA 5606

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting

Licensed by

Advice Evolution

AFSL 342880

4.90
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Stuart has given me advice in areas including insurance and superannuation. Stuart was able to explain things to me in a clear way. Through Stuart's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Stuart's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart has given my wife and I excellent advice in the area of insurance, superannuation and budget planning. Stuart has always been able to explain things in a clear way, and I am confident that the advice given has been very wise and measured."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We’ve been seeing Stuart for years now and cannot fault his personal service and advice. He is engaging, knowledgeable, and comprehensive; always pitching the information at just the right level for both me and my partner. He creates a comfortable environment, is organised and always prepped with all the required reports. I can’t recommend him highly enough."

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

"I am writing this testimonial for Stuart Roe, who has been my Financial Planner and Adviser since the beginnings of 2000. During that time I have found Stuart to be a sincere, thoughtful and professional wealth planner. On many occasions, Stuart has provided me with the necessary clear professional advice and research in his diligent practises that have always been very thorough and well organised. I have always felt a sense of comfort and ease talking to Stuart about my affairs as his professional knowledge and up to date information has always helped provide a clear picture to provide a better directional path for my future financial needs. Stuart has always displayed diligence in his responsibilities when he has kept me updated on trends, financial situations and has provided me with options. Since knowing him, I have seen growth in my investments, and in particular, the successful outcome of applying for a superannuation component that may have not been successful should I have tried to apply for it myself. All of this has meant I have had greater peace of mind, knowing that my financial needs have been managed professionally and with the right duty of care. Stuart is and has been trustworthy, a clear communicator with the apathy, compassion and understanding to provide the best scenario possible. I have found him to be very reliable, a confidante for financial matters and I do not hesitate to recommend him to anyone who may need financial assistance in the future with confidence and security. I wish Stuart all the very best in his professional practises."

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

"Wonderful knowledge and provides assistance promptly and efficiently when needed. Always keeping us informed of any changes."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Stuart Roe profile photo

Stuart Roe responded on November 2019

"Thank you for your review Carissa, it's great to be able to work with you and Corey. Cheers Stuart."

Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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