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- Financial Advisers Australia (FAA)
- Anthony Philip Roe
Anthony Philip Roe
- Name
- Anthony Philip Roe
- ID
- 235880
- ABN
- –
- First Provided Advice
- 2003
- Restrictions
- Not authorised to provide personal advice on Securities
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2002 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE SA
- 2002 - Bachelor of Arts - Bachelor Degree (AQF 7) - Flinders University
- 2003 - Estate Planning - Other - Financial Planning Association of Australia (FPA)
- 2004 - Taxation Planning - Other - Integratec
- 2005 - Investment Planning 2 - Other - Tribeca
- 2012 - Diploma in Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
- 2015 - Diploma of Property Services (Agency Management) - Diploma (AQF 5) - TAFE SA
- 2018 - Approved Gearing Status Accreditation - Other - Financial Wisdom
- 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
- 2022 - SuperConcepts & ICFS Specialist SMSF Course - Other - Super Concepts
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Institute of Public Accountants (IPA)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Advice Evolution Pty Ltd (#342880)
- Commenced
- Sept. 16, 2019
- Ceased
- Oct. 31, 2024
- Status
- Current
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- Nov. 1, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Financial Wisdom Limited (#231138)
- Commenced
- Sept. 1, 2003
- Ceased
- Sept. 16, 2019