About

About Roe Financial Services in Adelaide

Meet the Team at Roe Financial

Financial Planner in Adelaide
Anthony Roe
Financial Planner

I specialise in Retirement and Investment Strategies and work closely with my clients to achieve their objectives.

Financial Planner in Adelaide
Stuart Roe
Fellow Chartered Financial Planner

I’ve been in the financial planning industry since 2003. I help my clients with retirement and investment planning and I have a passion for personal insurance.

Timothy Lindsay

CERTIFIED FINANCIAL PLANNER®

As a Financial Adviser, I have guided many clients to financial freedom by helping them to ‘manage and make smart decisions about money’. My approach is always to add value to clients and to be working in their best interests.

Financial Planner in Adelaide
Lance Wright
Financial Planner

I have had in excess of 25 years experience in the financial services industry during which time I have developed an affinity with small to medium business to build and protect their wealth. Extensive research and technology is utilized to keep abreast with the latest innovative strategies and wide range of products available in the market.

Financial Planner in Adelaide
Lynn Sturtzel

CERTIFIED FINANCIAL PLANNER®

Lynn’s profile is coming shortly.

Financial Planner in Adelaide
Jenna Curtis
Associate Financial Planner

Jenna joined us in 2012 and has recently completed a degree in Financial Planning. Jenna is a cruical member of the team, working closely with the Advisors to prepare advice documentation.

Financial Planner in Adelaide
Lee Roe
Receptionist

Lee (married to Stuart) has worked in customer service for many years and works closely with the team at Roe Financial to ensure your experience is a positive one.

Financial Planner in Adelaide
Kelly West
Client Services

Kelly’s profile is coming shortly.

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