Roe Financial, is a private family owned South Australian business, and have been providing advice to South Australians for over 33 years.
Our business was formed in Port Lincoln on Eyre Peninsula in 1987, by Philip Roe. Philip ran the business from there solely, servicing the Eyre Peninsula clients until in 2003 when his sons Stuart and Anthony Roe, now based in Adelaide, who were born and raised in Port Lincoln, joined the firm.
Anthony & Stuart established a satellite office in Adelaide at Rose Park, in the east of Adelaide. Very quickly this office became the centre of the business, with more and more Eyre Peninsula clients visiting them in Adelaide, to a point where in 2008 a decision was made to close the Port Lincoln office and opt for a regular fly in and out of Eyre Peninsula to see our clients who did not travel as much, which continues regularly to this day. Philip retired in 2009.