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Business Summary
Financial Planners & Accountants Creating Choices for You
About Us

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 Pty Ltd is an FPA Professional Practice of the Financial Planning Association of Australia (FPA). Roan Financial Group holds an Australian Financial Services Licence and a Australian Credit Licence. Peter is a certified financial planner practitioner with over twenty-five years’ experience in the financial services industry including management roles. For further details, please refer to Peter's Financial Services Guide (FSG) and Adviser Profile.

What We Do

Services offered by our practice

The services offered by ROAN Financial Pty Ltd include:

  • Investment Advice
  • Standard Margin Lending Facility
  • Mortgage Loans 
  • Retirement and Redundancy Planning
  • Superannuation Advice
  • Investment Evaluation, Review and Reporting
  • Advice On Margin Lending
  • Risk Protection, Assessment and Advice (Please Use Our DIY Insurance Quotation*)
  • Assistance with Estate Planning 

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.