About Roe Financial Planning
Adelaide’s Retirement Planning Specialists
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.
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Why Adelaide Chooses Roe Financial For Their Retirement Planning!
Meet The Team
Anthony Roe
Senior Financial Adviser & Managing Director
Anthony is a seasoned retirement specialist, and a Chartered Retirement Planning Counselor. 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
Financial Adviser
Edward, a second-generation professional in the Financial Planning industry, brings over 9 years of retirement planning experience to our team. He is a Chartered Retirement Planning Counselor and Accredited Behavioral Finance Professional. 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.
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.
Miguel Medilo
Adviser 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.
Shradha Rai
Financial Planning Assistant
Shradha has been a Financial Planning Assistant for three years, supporting paraplanners by providing timely and accurate information. She plays a key role in review meetings, assisting with documentation, client summaries, and follow-up reports. Her responsibilities also include managing workflows, maintaining the client database, and ensuring smooth day-to-day operations within the financial planning team.
Vanitha Nagaraju
Paraplanner
Vanitha helps bring strategies to life for our clients. She’s known for her calm, methodical approach—making sure every Statement of Advice is accurate, timely, and tailored to what matters most to each client. From checking initial advice to summarising strategies and working closely with advisers, Vanitha helps keep everything running smoothly behind the scenes. Her attention to detail and warm communication style makes her a go-to team member for both clients and colleagues.
About Our Process
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.
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