Stuart Roe in

Stuart Roe

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Financial Planner at ETG Wealth
📍 Greater Adelaide Area, Australia

Stuart Roe is a Financial Planner at ETG Wealth, holding an Advanced Diploma in Financial Planning and the designation of Fellow Chartered Financial Practictioner (FChFP). His expertise lies in providing comprehensive financial advice to help clients achieve their goals.

Stuart is actively involved in his community, demonstrating a passion for supporting local causes. He supports South Australian childrens charities like Treasure Boxes and is a major sponsor for Paralympian archer Melissa Tanner, showcasing his commitment to helping others succeed.

He is a major sponsor for a Paralympian archer, Melissa Tanner.

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Experience
22 Years
Current Role
Financial Planner
Location
Greater Adelaide Area, Australia
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Stuart cares about

Financial Planning
As a Fellow Chartered Financial Practictioner and Financial Planner, this is his core professional focus.
Community Support
He actively supports local charities, including Treasure Boxes, which assists children in need during the festive season.
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Career

Work history

6-2023
Financial Planner
ETG Wealth
2003 - 6-2023
Financial Adviser
Roe Financial
In the press

Media appearances

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Education
7-2023
Graduate Diploma of Financial Planning
Kaplan Professional
Advanced Diploma in Financial Planning
Kaplan Professional
Fellow Chartered Financial Practictioner (FChFP)
Mentor Education
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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