Peter David Roan
ROAN FINANCIAL GROUP PTY LTD · Orange NSW 2800 · Advising since 1987
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000239830
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ROAN FINANCIAL GROUP PTY LTD · AFSL 326922Since 22 July 2008
- Principal business address
- Orange NSW 2800
- First year providing advice
- 1987
- Can provide tax (financial) advice
- Yes
- Memberships
- Association of Taxation and Management Accountants; Financial Advice Association of Australia (FAAA); SMSF Association; Society of Trust and Estate Practitioners (STEP)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2008 – presentROAN FINANCIAL GROUP PTY LTD · AFSL 326922
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Master of Business Law
Southern Cross University · 2023 · Masters Degree (AQF 9)
Graduate Diploma of Financial Planning
Deakin University · 2021 · Graduate Diploma (AQF 8)
Master of Financial Planning
Deakin University · 2021 · Masters Degree (AQF 9)
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association · 2009
Diploma of Financial Planning (Certified Financial Planner Designation)
FPA/Deakin University · 2000
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Peter David Roan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Peter David Roan on Souffle yet.
Contacting Peter David Roan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ROAN FINANCIAL GROUP PTY LTD · AFSL 326922
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Peter David Roan claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.