About Roe Financial Planning

Roe Financial is a private family-owned South Australian business, who have provided financial advice, retirement planning advice and financial planning to South Australians since 1987. Our business was formed in Port Lincoln on Eyre Peninsula in 1987, by Philip Roe.

Our office is now at Glandore, just outside the CBD, which gives far better access and parking for clients. Our team has grown with passionate individuals who love their job and helping clients receive great financial advice. 

We provide Specialist Retirement Financial Advice. If you are within 10 year’s from retirement, or retired and need to make sure you are on the right track, you have found the right place, as our advice is tailored to you.

Roe Financial is not affiliated or owned by any institution, fund manager, or superannuation fund, and therefore offers truly fair advice about almost any investment or product available.

Meet The Team

Anthony Roe Financial Planning

Anthony Roe

Senior Financial Planner & Managing Director

Anthony is a seasoned retirement specialist, and a Chartered Retirement Planning Councillor. With over 23 years of experience and involvement in nearly 1000 retirement plans, Anthony has the expertise to guide you through your retirement journey. Anthony’s extensive experience has led to numerous client successes, making his guidance invaluable for a smooth retirement transition. As a second-generation adviser with a career starting in 2003, Anthony excels at simplifying complex retirement plans and helping clients design their retirement pathways. “There is nothing more satisfying than showing clients they can meet their retirement objectives and seeing the relief on their faces once we map it all out”. Anthony provides clients with clarity and peace of mind about their future, supporting them through every stage of their life.

Edward Heitmann

Advisor Associate & Client Manager

Edward, a second-generation professional in the Financial Planning industry, brings a wealth of experience to our team. Collaborating closely with Anthony and as part of the whole ROE team, he ensures that we deliver exceptional service to our clients. Edward is passionate about simplifying and enriching people’s lives through enhanced financial understanding, guiding them through various life stages with expert assistance and care. His commitment to precision and his personable approach makes him a trusted ally for both clients and colleagues.

Jenna Zohar

Financial Planning Associate & Client Service Manager

Jenna has a passion for helping clients to better understand their cash flow position, allowing them to get ahead and make an impact on their day to day finances. Jenna also works closely with our advisors to assist all clients in achieving their personal and financial goals they have set out.

Zoe Laskaris

Client Service Manager

With a wealth of experience in client relations and a keen eye for detail, Zoe ensures that every client interaction is seamless and tailored to their financial aspirations. Passionate about delivering personalised service, Zoe is the friendly face behind the scenes, committed to making your experience with us exceptional

Migs Roe Financial Planning

Miguel Medilo

Advisor Support & Client Service Manager

Miguel has been an integral part of our team since 2020 as a financial planning assistant. Providing support for the advice team and our clients and is often the person you speak to first when you call the office. He is always active in getting things done and helping our clients as much as possible.

Gemarie Otadoy

Para Planner

Gemarie has been working in the financial planning industry since 2018 and has worked as a senior financial planning assistant during this time, during 2023 Gemarie expanded her knowledge and skills to become a paraplanner. Joining the Roe Financial in late 2023, Gemarie enjoys helping the team deliver great outcomes for our clients.

About Our Processes

We do not charge commission on any investment or superannuation products and provide advice with a set fee with a no-surprises approach. As a result we can provide advice across a wide range of super funds, pensions, investments, property as we are working for you the client.

At Roe Financial our approach will start with what we call a discovery meeting. Our discovery meeting process is where the team can truly get to know you, what is valuable to you and how we may be able to assist you to achieve your goals and objectives. This is also an opportunity for you to meet us and decide whether you feel we are the right firm for you.

Often our financial advisers have a workload of 2-3 weeks before we can meet you, but if there is a truly urgent time-critical matter, please don’t hesitate to let us know when you call, as we can often fit in urgent work without jeopardising our existing clients’ expectations.

We find that working with our clients broader team, for example, accountants, mortgage brokers, real-estate managers, estate planning lawyers and/or bookkeepers, enables our clients to have peace of mind across their personal and professional lives when achieving their desired objectives. If you are one of those professionals who want us to work with you please get in touch.

Our team are qualified in all aspects of financial advice. The financial advisors at Roe Financial are committed to continually enhancing their knowledge and exceeding our professional education requirements.

Ready to Talk