Arthur Roe
Managing Director
- Bachelor of Business (Accounting)
- Graduate Diploma in Taxation Law
- Member - Institute of Chartered Accounts (CA)
- Fellow - Taxation Institute of Australia
- Certified Financial Planner
Arthur Roe formed Arthur Roe and Associates Pty Ltd on 1 July 2000 in order to offer a boutique professional service offering to a defined client base.
Arthur Roe has in excess of 40 years’ experience in providing specialist taxation and financial planning advice to a broad range of clients ranging through public companies, medium to larger private companies, superannuation funds, high net worth individuals and smaller professional practices which seek specialist taxation and financial planning advice for their clients. And over 20 Years' experience as a Financial Advisor.
Prior to forming his own firm on 1 July 2000, Arthur was the senior taxation consulting partner at the international firm of accountants, PKF, spending in total 17 years at this firm, 13 of which were at partnership level.
E: arthurroe@ar-associates.com.au
P: 03 9349 4434
Godwin Ip
Financial Planning Manager
- Advanced Diploma in Financial Services (Financial Planning)
- Member of Financial Planning Association of Australia
Godwin has been a financial planner since 2004 and joined ARA Financial Planning Services in 2019.
Specializing in areas of financial markets, superannuation, insurance, lending,
SMSF and property structuring, he deals with many high net worth individuals
with an emphasis to medical specialists.
Godwin is authorised to provide advice and deal in the following financial
products:
- Life Products including Investment Life Insurance Products & Life Risk
Insurance Products
- Interests in Managed Investment Schemes including Investor Directed
Portfolio Services
- Deposit & Payment Products
- Retirement Savings Accounts (RSA) products
- Debentures, Stocks or Bonds issued or proposed to be issued by a
Government
- Securities
- Self-Managed Super Funds
- Superannuation
- Standard Margin Lending Facility
E: godwin@ar-associates.com.au
P: 03 9362 2107
Suzanne Roe
General Manager
After more than 20 years administrative experience and business management in areas such as Publishing, Security & Travel, Suzanne joined ARA. She has an Associate Diploma in Graphic Design from the Queensland College of Art.
Suzanne owned & managed a winery & restaurant, before moving into the finance sector in 2013. She brings a variety of skills & ideas to the firm, from her background, working as an Art Director, Travel Consultant & Security Advisor to organising weddings & retreat stays in the Yarra Valley.
E: suzie@ar-associates.com.au
P: 03 9362 2112