Anthony Roe Email & Phone Number

Passionate Owner of Roe Financial, Strategic Financial Advice, for individuals and small to medium enterprises. Bringing together 30 years of experience in Financial Services, Retailing, not for profit boards and high-level management. Previously worked in Local and State Government, Private Retail and Commercial Environments. Skilled in Strategic Business Planning, Business Mentoring, Management Accounting, Retirement Planning, Estate Planning, Risk Management, SME marketing, Realestate, Retailing, Conflict and resolution management. A strong business development professional with a BA Geography, Advanced Diploma in Accounting, Advanced Diploma in Real Estate, Diploma in Financial Services, Diploma in Company Directorship, and currently completing a Graduate Diploma in Financial Services and an MBA. Currently a member of the Association of Financial Advisers (AFA), and the Institute of Public Accountants (IPA). Competed and passed the FASEA Exam in December 2019Anthony has worked with hundreds of clients over the last 20 years to help them achieve their personal and business goals.A passionate keynote speaker on a broad range of subjects, with practical examples and solutions for many business situations.

Listed skills include Income Protection, Strategic Financial Planning, Savings, Financial Advisory, and 11 others.