Arthur Roe

Managing Director & Financial Advisor

- Bachelor of Business (Accounting)

- Graduate Diploma in Taxation Law

- Member - Institute of Chartered Accounts (CA)

- Certified Practising Accountant (CPA)

- 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

Henry Russell

Client Services Officer

- Bachelor of Science (Pharmacology)

- Graduate Diploma of Financial Planning

Henry started his career pursuing a degree in science and worked as a laboratory technician for several years. After finishing his science degree in 2019, Henry decided to expand his skillset and start working in financial planning and completed his Graduate Diploma of Financial Planning. Henry ultimately wishes to become a financial adviser, as he enjoys combining people skills with technical ability. Henry has been a member of the ARA Financial Planning Services team since April 2022 and continues to work closely with Arthur to achieve our client’s goals.

E: henry@ar-associates.com.au
P: 03 9362 2113

Edmond Mangalindan

Client Service officer

Edmond holds a Bachelor of Science in Business Administration, with a major in Banking and Finance. Edmond started his career in the Aviation Industry before embarking on an exciting new chapter with ARA.

Edmond is working as a Client Service Officer. His focus is in the smooth implementation of ROA/SOA and he takes charge of preparing all the necessary documents required by the clients, ensuring that their needs are not just met, but exceeded.

 

Away from the office he is family oriented he make sure that he gave quality time to his family and if there's extra time, he also do some exercise to make his body fit and conditioned for everyday work.

E: edmond@ar-associates.com.au
P: 03 9362 2101

Monika Mangalindan

Client Services Officer

- Bachelor of Science in Business Administration (Major in Financial Management)

Monika is currently working as a Client Services Officer/Financial Administration Assistant in ARA. Having exposure in financial planning, she has experience in Australian Financial Planning Advice including Insurance, Investments, Superannuation, Retirement Planning and SMSF strategies.

Monika is focused on providing essential support with Australian Financial Advisers in preparation of Statement of Advice (SOA), Record of Advice (ROA), pre-implementation tasks and post-implementation of SOA's/ROA's to successfully provide quality financial services. 

E: monika@ar-associates.com.au
P: 03 9362 2121