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Roan Financial Pty Ltd

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The Financial Planning Specialists ......Creating choices for you
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We will help protect your financial and retirement plans by providing personal advice in a professional way.

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  • Roan_financial_group_logo_small

    *Corporate Authorised Representative of

    Roan Financial Group Pty Ltd

    ABN 36 126 956 983

    Australian Financial Services Licensee No. 326922

    Level 1, Suite 2/179A Anson Street, ORANGE NSW 2800

    PO Box 2163, ORANGE NSW 2800

    Telephone: (02) 6361 8100 Facsimile: (02) 6361 8411

     

     

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    How financial planning can help you

    Financial planning is not just for the wealthy.  It is for everyone and should start with your first job and continue through life.

    In this changing, complex world there will also be times  when you will need to review previous arrangements to make sure they still meet your needs.

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    Services offered by our practice

    The services offered by ROAN Financial Pty Ltd include:

    • Investment advice
    • Retirement and redundancy planning
    • Superannuation advice
    • Investment evaluation, review and reporting
    • Advice on margin lending
    • Risk protection, assessment and advice
    • Assistance with estate planning
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    Solicitor or accountant involvement

    We welcome the involvement of your accountant or solicitor to ensure that you get the Statement of Advice which is best for you.  They are specialists in their own fields and have other details of your affairs which may influence your decisions.

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    How does financial planning work?

    Sound financial planning will normally proceed along the following lines:

    • An initial consultation to obtain background information and establish your financial objectives.  A personal profile is developed which may include income and expenses, savings, debt, taxation, insurance, superannuation, pension and benefit entitlements.
    • By professional analysis of your profile, a fully documented personal Statement of Advice, explaining exactly how you can achieve your investment goals is developed and a suitable portfolio of investments is recommended.  This plan becomes your property.
    • Further discussions and fine tuning of the recommendations will take place.  Implementation of the Statement of Advice is entirely your decision but we will assist you with its execution and keep you informed of development.
    • Review of the Statement of Advice on at least an annual basis will ensure that your Statement of advice remains relevant to your needs.
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    Comprehensive research backed advice

    Clients can be assured of completed professional advice and all discussions take place in the strictest confidence.

    All products recommended to our clients are sourced from ROAN Financial Group’s approved product list after passing a disciplined assessment.  Our research and technical support services team conduct a rigorous  research analysis internally which is supported by external party research houses.

    Recommendations are made on the basis of security, management, expertise and performance.  As a Corporate Authorised Representative of ROAN Financial Group, a wide selection of major companies and fund managers are used to fully provide for your risk insurance, investment and financial needs.  ROAN Financial Group is responsible for our activities and our prime duty is to you the client.

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    FPA requirements

    ROAN Financial Pty Ltd meets the following requirements for a financial planner, as outlined by the Financial Planning Association (FPA) and the Australian Securities and Investment Commission (ASIC):

    • Is an authorised representative
    • Discloses all fees and commissions
    • Has access to comprehensive research
    • Has appropriate experience (or has backing of an experienced supervisor)
    • Gives advice in writing
    • Provides professional advice and recommendations
    • Has adequate professional indemnity insurance

     

    *ROAN FINANCIAL Pty Ltd

    Corporate Authorised Representative of

    #ROAN Financial Group Pty Ltd

    ABN 36 126 956 983

    Australian Financial Services Licensee No. 326922

    Level 1, Suite 2/179A Anson Street

    ORANGE NSW 2800

    Tel: (02) 63618100

    Fax: (02)63618411

     

     

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    Who are we

    Peter Roan along with his wife, Toni own and operate ROAN FINANCIAL Pty Ltd based at Orange. Roan Financial Pty Ltd is a Corporate Authorised Representative of ROAN FINANCIAL GROUP PTY LTD. Roan Financial Group holds a Australian Financial Services License and is a Principal Member of Financial Planning Association of Australia (FPA).

    Peter is a CERTIFIED FINANCIAL PLANNER™ practitioner with over twenty one years experience in the financial services industry including management roles. Peter is also:

     

    • Recipient of an FPA Fellow
    • Member of the Financial Planning Association of Australia (FPA) and past Chapter Chair for ten years for the Western Division (NSW).
    • Committee Member of FPA Western Division NSW.
    • Recipient of Money Management National “High Commended” Financial Planner Award 2007
    • Recipient of Financial Planning Association National Distinguished Service Award 2005
    • Current Member of SMSF Professionals Association of Australia (SPAA)
    • Keynote Speaker at the IFA 2006 Practice of the Year Awards
    • A past member of the FPA National Education Committee for three years.
    • A past member of the Financial Planning Industry Efficiency Advisory Group
    • Member of Orange Daybreak Rotary Club Recipient of Paul Harris Fellow Award for Rotary
    • Past President for Daybreak Rotary Club for Year 2006/2007

    Numerous Industry Committee involvement also include:

    • Financial Planning Association of Australia Education Committee
    • Financial Planning Association of Australia Pro Bono Advice
    • Taskforce Financial Planning Association of Australia SOA Working Group

    Peter was also part of the Judging Panel responsible for assessing financial plans in the 2003 Australian Consumers Association (Choice) and Australian Securities and Investment Commission (ASIC) Survey on financial planning. Peter has also acted as a CFP’ Assessor for the Financial Planning Association.

    Peter also presented at the Parliamentary Joint Committee on Corporations and Financial Services – Property Investment Advice – Safe as Houses?

    Peter is also the financial planning representative for the Financial Industry Complaints Service (FICS) Panel. He is currently serving a second term in this position.

    Peter Roan along with Graeme Fleming of Orange Daybreak have been instrumental in the establishment of the “Associate Programme”. Orange Daybreak has received several awards including a world presidential citation with regards its membership achievements.

    Toni Roan currently is the Western Division Chapter Secretary since Year 2000 and is going into her ninth year in this position. Toni Roan is also a recipient of a Distinguished Service Award for Year 2007.

    This is unique as this first husband/wife and first office/financial planning practice to receive two national awards. This is also unique as Toni is not a planner but has worked in the Financial industry for the past 16 years and is also the Secretary for Western Division FPA for the past seven years.

    To be eligible for the Distinguished Service Award recipients must be nominated by their peers for contributions made over an extended period that support and advance the objectives of the Financial Planning Association and contribution to the financial industry.

     

     

     

     

     

     

     

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