Stuart Roe in

Stuart Roe

Questioner · DISC type c
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

How Stuart shows up

Not Easily Convinced
Cautious & Analytical
Price-Sensitive

It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

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

No media yetWe could not find public media appearances for this person.
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
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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