Our Team

About our team at Roe Financial

Tom Curtis
Financial Planner

Coming from a family business background, Tom knows the importance of planning and focusing on what is important. Tom brings this mentality to his clients by providing clarity around their journey to meet their life and work goals.

Anthony Roe
Senior Financial Planner & Managing Director

Anthony has been advising since 2003 and as well as Financial Planning, is qualified and passionate in areas of accounting, real estate and small business. Anthony enjoys providing clients with clarity and peace of mind about their future and supporting them through each stage of their life.

Triona Thompson

Triona has 20 years in the financial services industry and business. Practical life experiences enables Triona to provide her clients with valuable and complex wealth strategies, that are clearly articulated to her clients.
Working to assist clients become prosperous and achieve their lifestyle goals is most rewarding part of her role. Triona has a reputation of connecting with clients and ensuring their best interests are catered for. Triona consults out of the Port Lincoln & Adelaide office.

Stuart Roe
Fellow Chartered Financial Planner

Since 2003, Stuart has worked with clients to help them understand the complexities which are getting in the way of achieving their goals and dreams.
Stuart provides clients with a clear path and the support they need to remove their financial worries and live the life they want.

Timothy Lindsay


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

    Jenna Zohar
    Client Service Manager & Adviser Support

    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 advisers to assist clients in achieving their personal and financial goals.

    Arabella Fleming
    Client Service Manager & Adviser Support

    Arabella graduated from Flinders University in 2019 with a Bachelor of Commerce (Finance). She is now working towards completing her Graduate Diploma in Financial Planning and is eager to continue learning and expanding her knowledge in Financial Advice to help clients achieve their goals.

    Request a Consultation