Financial Adviser
· ERINA, NSW
Simon Keith Royle
No disciplinary history on record with ASIC
ERINA,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267890
About Simon Keith Royle
Simon Keith Royle is a financial adviser based in Erina, New South Wales, with 24 years of experience in the financial services industry since 2002. Simon is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Graduate Diploma of Financial Planning from Kaplan professiona. Simon is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
ASX Broker Exam
Securities Institute Australia
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2020
Graduate Diploma of Financial Planning
Kaplan professiona