About Me

Arthur Roe formed Arthur Roe and Associates Pty Ltd on 1 July 2000 in order to offer a boutique professional service offering to a defined client base.Arthur Roe has in excess of 40 years’ experience in providing specialist taxation and financial planning advice to a broad range of clients ranging through public companies, medium to larger private companies, superannuation funds, high net worth individuals and smaller professional practices which seek specialist taxation and financial planning advice for their clients. And over 20 Years' experience as a Financial Advisor.Prior to forming his own firm on 1 July 2000, Arthur was the senior taxation consulting partner at the international firm of accountants, PKF, spending in total 17 years at this firm, 13 of which were at partnership level.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®