Roan Financial Group
Financial Planners and Accountants
Orange, New South Wales
Roan Financial Group
Financial Planners and Accountants
Orange, New South Wales
Roan Financial Group is based in Orange, New South Wales, and offers professional financial planning and accounting services, including:-
Financial advice & products in:-
- Superannuation & investments
- Wealth creation
- Retirement planning
- Risk protection
- Estate planning
- Aged care
Accounting services to individuals, self-managed super funds and businesses, for:-
- Bookkeeping
- Financial accounts & tax return preparation
- Taxation advice & planning
Roan Financial Group
Roan Financial Group was established in 2008 by Peter and Toni Roan and has become one of the leading regional financial planning and advice providers in Central West NSW with a reputation for client service and technical excellence.
Accolades and Professional involvement
- FPA Best Practice Award in 2011
- 2008 Money Management Financial Planner of the Year
- Chairperson of the Western Division Chapter of the FPA, for the past 20 years
- Australian Financial Complaints Authority or AFCA (from 2004 to 2018); assisting with decisions and outcomes concerning its external dispute resolution scheme for poor quality advice.
Credibility
- Very well qualified – including a Masters in Financial Planning; Certified Financial Planner (CFP®); Registered Tax Agent and License Real Estate Agent
- Technical Expertise – SMSF Specialist Advisor™ ; LRS® Life Risk Specialist, AEPS Accredited Estate Planning Specialist
- TEP (Trust and Estate Practitioner)
- Over 35 years experience in the financial advice profession, including in management roles with large institutions, including Colonial Mutual
- Supported by a strong management team
- Representation and ongoing involvement in local community groups:-
- Rotary Club of Orange Day Break (Board Member)
- Chair of ODEEP (Orange District Early Education Program)
Special Offering:
Roan Financial Group holds its own Australian Financial Services Licence and Australian Credit Licence, which provides it with broad flexibility over the financial services it offers - it can operate like a "one stop shop" for all of a client's financial and accounting needs as and if required.
RFG is also privately owned and is therefore not subject to institutional ownership or direction, providing it with the freedom to navigate its own path in the provision of financial advice to its clients.
Testimonials
"Thank you to Peter and Deb at Roan Financial for their professional handling of our Superannuation and insurance claims.
Roan Financial literally changed our lives. They assisted us in obtaining two insurance claims - which we were finding very difficult to navigate by ourselves. They also organized our Superannuation, saving us time, money and a lot of hassle! They expertly considered all the paperwork and road blocks in our way, giving us a very welcome result. We are now confident in our financial future. This is the assistance and peace of mind that everybody should have.
We highly recommend using Roan Financial, they are in your corner and fight for what you deserve - they are the helping hand everyone needs when they are struggling to make sense of their financial situation."
“I first met Peter when my then partner decided to set up a SMSF. With Peter’s advice and guidance this was done smoothly and worked out very well for us. However, after my partner and I separated a couple of years ago, I really needed direction for my personal financial future.
Peter was again there to guide me. I was able to keep the SMSF, which continues to operate very well for me, and I also managed to invest the proceeds from my financial separation.
I am now very comfortable with my current situation and future direction. Without Peter, I am not sure where I would be now financially."
Thank you so much for the work you did on Pop's finances. We could not be any happier with your explanations. You addressed all of the issues.
We have been working with Peter Roan as our financial adviser for several years now, and we can confidently say that his knowledge, expertise, and personalized approach to financial planning have been invaluable in helping us achieve our goals.
Peter takes the time to understand our unique financial situations and tailors his advice to meet our specific needs. He is always available to answer any questions and is patient and thorough in explaining complex financial concepts and strategies.
We highly recommend Peter Roan to anyone looking for a trustworthy and knowledgeable financial adviser who truly cares about their clients' success.
Financial 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.
Financial Services offered by our practice:
- Investment advice
- Standard Margin Lending Facility
- Retirement and redundancy planning
- Superannuation advice (including for self managed superannuation funds)
- Strategic Advice
- Wealth Creation Strategies
- Investment evaluation, review and reporting
- Advice on margin lending
- Risk protection, assessment and advice
- Assistance with estate planning
- Aged Care - Click Link ⧉
Solicitor or accountant involvement
We welcome the involvement of your accountant or solicitor to ensure that you get the Statement of Advice which is best for you. They are specialists in their own fields and have others details of your affairs which may influence your decisions. Sound financial planning will normally proceed along the following lines:
- An initial consultation to obtain background information and establish your financial objectives. A personal profile is developed which may include income and expenses, savings, debt, taxation, insurance, superannuation, pension and benefit entitlements.
- By professional analysis of your profile and needs, our advice will explain exactly how you can achieve your investment goals.
- Further discussion and fine tuning of our recommendations will typically take place to ensure our advice is tailored to your needs. And, following your consent to proceed (which is entirely your decision), we will assist you with the implementation of our recommendations - as and where applicable, and keep you informed of progress.
- Future reviews of your situation, as and when appropriate, will help to ensure that our advice remains relevant to your needs.
Comprehensive research backed advice
All products recommended to our clients are sourced from Roan Financial Group’s approved product list after passing a disciplined assessment. Our research and technical support services team conduct a rigorous research analysis internally which is supported by external party research houses. Recommendations are made on the basis of security, management, expertise and performance.
A wide selection of major companies and fund managers are used to fully provide for your risk insurance, investment and financial needs.
Roan Financial Group is responsible for our activities and our prime duty is to you the client. Clients can be assured of complete professional advice and all discussions take place in the strictest confidence.
Roan Financial Pty Ltd is an Faaa Professional Practice. Roan Financial Pty Ltd is a Corporate Authorised Representative of Roan Financial Group Pty Ltd ABN 36 126 956 983 | Australian Financial Services Licence No. 326922 | Australian Credit Licence No. 326922
Accounting Services
Tax Planning
Our professional and experienced advisers can provide advice and assist you with all aspects of your taxation needs.
We are committed to continual professional development to ensure we provide you with expedient proficient advice on the continuing flow of changes that are a function of our complex tax system.
Tax Preparation
Working out your tax return should be stress-free—that’s where we can assist you, so you can spend more of your time doing the things you love!
We can provide assistance in the preparation and lodgment of Business Activity Statements (BAS) and Instalment Activity Statements (IAS)
Contact us today for an initial discussion of your needs and goals to see how we can help you.
Services for Individuals
- Tax Planning
- Individual Tax Returns
Services for Businesses
- Partnerships & Sole Traders
- Companies
- Self Managed Super Funds
- Set Up
- Accounting and Administration
- GST advice & compliance
- Bookkeeping
- Business Planning
Latest Financial Planning & Accounting News
Financial Planning News
Single-asset segregation barred
A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.
Transferring wealth to the next generation
Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.
Investment and economic outlook, August 2023
Read our latest forecasts for investment returns and our region-by-region economic outlook.
Managing complex relationships in SMSFs comes down to well-crafted deeds
Marriage breakdowns and SMSFs are tricky and expensive, but if the fund has extended family members included it can get even trickier, says the head of a national SMSF advice company.
Last chance for $25,000 super deduction
For those with a super balance under $500,000, the 2024 financial year is the final year unused concessional contributions from the 2019 financial year can be applied.
Accounting News
Contractor payments (TPAR) are increasingly on the ATO’s radar
The deadline for submitting this report is the 28th August 2023. While it may be difficult sometimes to differentiate between an employee and a contractor the form still has to be submitted. Your accounting software can most likely help.
Superannuation and independent contractors: fresh Full Federal Court guidance
In February 2022, the High Court handed down a landmark decision in ZG Operations v Jamsek, which clarified the test for determining whether a worker is an employee or an independent contractor.
Property investors beware: new data matching program
Individual property investors should be aware that the Australian Taxation Office (ATO) has announced a new data matching program that will obtain data from various financial institutions for the 2021–2022 to 2025–2026 income years
When will we learn to protect ourselves from ourselves?
For years now, Australians have been hacked, scammed, contaminated by viruses, and spammed.
Federal Government toughens up employment laws.
A change to contract law you might not be away of but need to be. It is essential to understand the unfair contract terms (UCT) regime and how it affects your rights and responsibilities. Otherwise, you may face serious consequences.
Latest Insights
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Get in Touch
Roan Financial Group welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!
Contact Details
- admin@roanfinancial.com
- (02) 6361 8100
- (02) 6361 8411
Our Office
- Level 1, Suite 2/179A Anson Street, Orange NSW 2800
- PO Box 2163, Orange NSW 2800
