Roan Peter

Roan Financial Group was established in 2008 by Peter and Toni Roan and is based in Orange, New South Wales. The firm is privately owned and holds its own Australian Financial Services Licence and Australian Credit Licence. It offers financial planning and accounting services. Peter Roan has over 35 years of experience in the financial advice profession. He holds a Masters in Financial Planning and is a Certified Financial Planner (CFP). He is also a Registered Tax Agent and Licensed Real Estate Agent.

Peter Roan is an SMSF Specialist Advisor™, LRS® Life Risk Specialist, AEPS Accredited Estate Planning Specialist, and TEP (Trust and Estate Practitioner). Roan Financial Group received the FPA Best Practice Award in 2011. Peter Roan was named 2008 Money Management Financial Planner of the Year. He has been Chairperson of the Western Division Chapter of the FPA for the past 20 years. He was involved with the Australian Financial Complaints Authority (AFCA) from 2004 to 2018. Roan Financial Group is involved with the Rotary Club of Orange Day Break, with a board member. It is also involved with ODEEP (Orange District Early Education Program) as Chair.

Roan Peter operates a financial consulting, accounting and superannuation practice in Orange, with one long-standing client noting consistent satisfaction with the team's approachable manner and the returns achieved over several years. Another account describes the team as wonderful and friendly, commending both the service and the advice provided. The work spans financial planning, accounting and superannuation guidance, and the practice at 179A Anson Street serves clients across the district.