We are thrilled to announce that Edward Heitmann is undertaking his ‘Professional Year’ with Roe Financial. This structured work and training program will provide the appropriate supervision and support needed for Ed to complete his transition to becoming a fully qualified and authorised financial adviser.

Ed joined Roe Financial in August 2024, bringing with him seven years of experience in financial advice. He has recently completed his Graduate Diploma of Financial Planning. During his Professional Year, Ed will be supervised by Anthony, who will remain responsible for any personal advice you receive from us during this period.

With Ed becoming an adviser alongside Anthony, we are enhancing the capacity and expertise within the Roe Financial advice team. This will allow us to continue delivering the quality of service that we strive to provide to each of our clients.

As always, Anthony can be contacted at 08 7226 2119 or anthony@roefinancial.com.au if there is any aspect of our service you’d like to discuss.

Please join us in congratulating Ed on beginning his Professional Year with us!