Data sourced from ASIC Financial Advisers Register
Financial Adviser · GLANDORE, SA

Anthony Philip Roe

GLANDORE, SA
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235880
Currently at
Count Financial Limited
Sydney, NSW (firm address)
View firm profile

Anthony Philip Roe is a financial adviser based in Glandore, South Australia, with 23 years of experience in the financial services industry since 2003. Anthony is currently authorised under Count Financial Limited, operating through Count Financial. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Bachelor of Arts from The Flinders University of South Australia. Anthony is a member of Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.

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

2001
Company Directors Course Diploma
Australian Institute of Company Directors
2002
Advanced Diploma of Accounting
TAFE SA
2002
Bachelor of Arts
The Flinders University of South Australia
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2015
Diploma of Property Services (Agency Management)
TAFE SA
2018
Approved Gearing Status Accreditation
Financial Wisdom
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education
2022
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide

Registration History

Count Financial Limited
Nov 2024 - Present Current
Advice Evolution Pty Ltd
Sep 2019 - Oct 2024 Ceased
Financial Wisdom Limited
Sep 2003 - Sep 2019 Ceased
Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register