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

Learn more about how Roan Financial Group can help you with your accounting and financial planning needs.

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.

CFP Logo Orange New South Wales
FPA Logo Orange New South Wales
SMSF Logo Orange New South Wales

Testimonials

Financial Planning

Learn how to manage your tomorrow today with a structured financial plan from the team at Roan Financial Group.

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

Learn more about how the team at Roan Financial Group can provide you with Business Accounting & Taxation Services in Orange New South Wales.

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

Read the latest from the Roan Financial Group news desk in both the Accounting and Financial Planning sectors.

Financial Planning News

Middle-to-higher incomes boosting SMSF growth

Middle-to-higher incomes boosting SMSF growth

The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.

Read More

Investment and economic outlook, May 2024

Investment and economic outlook, May 2024

Region-by-region economic outlook and latest forecasts for investment returns.

Read More

Transitioning into retirement: What you should know

Transitioning into retirement: What you should know

Deciding on your retirement funding options comes down to personal choice.

Read More

Plan now to take advantage of stage 3 tax cuts

Plan now to take advantage of stage 3 tax cuts

With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon.

Read More

Deeming freeze a win for Age Pensioners

Deeming freeze a win for Age Pensioners

Why the decision to keep deeming rates on hold may be a window for interest rates. 

Read More

Downsizer contributions can be time critical

Downsizer contributions can be time critical

With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional contributions.

Read More

Accounting News

Tax Time Checklists - Individuals; Company; Trust; Partnership; and Super Funds

Tax Time Checklists - Individuals; Company; Trust; Partnership; and Super Funds

Working from home because of COVID-19 means most will have more deductions than in a normal year. 

Read More

Compare your business

Compare your business

All too often a small business operates as an ‘island’, not knowing how they are really doing.  These benchmarks allow meaningful comparisons. 

Read More

2024 Year End Tax Planning Guide (Part 2)

2024 Year End Tax Planning Guide (Part 2)

Over May and June we will add two articles to our website to help you plan and take actions before the end of the 2023-24 financial year.  

Read More

ATO to crack down on rental income, WFH deductions this tax time

ATO to crack down on rental income, WFH deductions this tax time

Taxpayers who “copy and paste” work-related claims each year or try to offset their rental income by inflating deductions will be in the Tax Office’s sights.

Read More

How to Draft a Standard Form Contract

How to Draft a Standard Form Contract

A standard form contract is a pre-written contract used repeatedly for a particular type of transaction.

Read More

GST, PAYG withholding a ‘significant portion’ of $50bn tax debt

GST, PAYG withholding a ‘significant portion’ of $50bn tax debt

Small businesses are increasingly falling behind on debts, with two-thirds of all debt owed by small business, the ATO warns.

Read More

Latest Insights

Read the latest from one of our favourite newsletters, Oliver's Insights.

Tools & Resources

Enjoy the links to FREE tools and calculators supplied by MoneySmart as well as useful links to aid in your financial journey.

Contact Us

We'd love to get in touch and we welcome any enquiry that you may have.

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

Our Office

  • Level 1, Suite 2/179A Anson Street, Orange NSW 2800
  • PO Box 2163, Orange NSW 2800

Community Involvement

Part of being a professional is not only obtaining the highest level of education and abiding by professional standards and ethics, but also being an active member of the local community. Roan Financial Group, through Peter Roan, is an active supporter and contributor of Rotary Club of Orange DayBreak and Orange & District Early Education Program, which assists worthy individuals, children and community organisations that may need a helping hand.

We provide sponsorship and get involved in a number of ways:

Community Involvement (Current):

Community Involvement (Past):

Who is ODEEP and What Do they Do?

Orange and District Early Education program Inc is an NDIS registered early childhood intervention service providing supports for children aged 0-12 years with disabilities and developmental delays in the Orange, Cabonne and Blayney shires. ODEEP’s specialised team of educators and allied health practitioners partner with families and communities to achieve the best outcomes for children with a disability or developmental delay through a range of individual or group education and therapy services. Our therapy areas include Speech Pathology, Occupational Therapy, Physiotherapy, Dietitian and Early Childhood Teachers.

Early Childhood Intervention aims to help families:

  • Understand their child's strengths, interests and needs
  • Recognise the skills they have, and gain new skills to help their child
  • Gain the confidence to work with professionals on equal terms
  • Gain the knowledge to make the best decisions for their child
  • Meet with other families of children with disabilities and or developmental delays

What is Future2?

Future2 Make the Difference! Grants have been awarded for three consecutive years, benefiting community projects working with young Australians who are disadvantaged or marginalised. In Orange, New South Wales, Peter Roan - Certified Financial Planner was instrumental for local PCYC in receiving this grant.

Projects & Partnerships

  • 2009 Make the Difference! Grants - Police & Community Youth Clubs - Music Program

Rotary Club of Orange Daybreak

Our Team

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Peter Roan

Peter Roan - CEO & Business Owner

Peter is a CFP and FASEA Qualified with a Masters degree in Financial Planning. He has over 35 years experience in financial services, including in management.

He is also a registered Tax Agent and Real Estate Agent and an Accredited Estate Planning Strategist; Life Risk Specialist and SMSF Specialist Adviser.

He has recently completed a Masters in Business Law (Southern Cross University).

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Toni Roan - Compliance & Operations Manager and Business Owner

Toni has over 31 years experience in the financial services industry.

She is a Member of the Australasian Compliance Institute and has been a Committee Member and Secretary of the Western Division (NSW) Chapter of the FPA for over 26 years.

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Deb Adams - Personal Assistant

Deb has over 30 years experience in Financial Services, including with Banks and Financial Planning Businesses.

Deb is an experienced Paraplanner and has a detailed knowledge & understanding of the administration & support requirements within the Roan Accounting and Financial Advice businesses.

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Emma McKenzie – Personal Assistant

Emma has been a part of the Roan Financial Group team for over 5 years and assists with self managed super fund administration & compliance; undertakes processing of transactions on client accounts and assists with the implementation of advice recommendations.

Emma holds an Advanced Diploma in Management (Hospitality) and has extensive experience in client service and care, including venue management of a major Club & Function centre in Sydney.

Emma is currently completing a Graduate Certificate in Financial Planning through Deakin University and has been awarded a scholarship for Practice Management from the Financial Advice Association of Australia (FAAA).

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Sabina Magar – Client Administration (Accounting & Financial Planning)

Sabina has a Bachelor’s Degree in Accounting (Charles Sturt University) and provides Accounting and Administration Support.

Sabina is the main point of contact for arranging client appointments and dealing with correspondence. She also assists with bookkeeping, Tax & BAS return preparation.

Careers

We look for people that will fit into a close-knit team environment that has built a reputation for delivering quality advice and excellent service.

More specifically, we look for the following:-

  • Proven experience and relevant qualifications
  • Excellent academic record
  • Drive and motivation
  • Attention to detail
  • Team player
  • Maturity
  • Long-term aspirations

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."

Wayne and Clair

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“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."

Client name withheld for privacy and confidentiality.

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“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.

Keith & Debbie

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“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.

Nigel and Robyn

Secure File Transfer

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer, or contact us if you require a username and password.

General Calculators

Useful Links

Tax Diary

Checklists

Aged Care