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Simon Royle
SSA GradDipFinPlan MeSAFAA AFP®
Branch Manager & Senior Client Adviser
I work with investors to develop a customised investment portfolio, supported by the correct wealth creation and protection strategies that empower investors by offering more control, flexibility and transparency.
Simon is a Senior Adviser, Branch Manager and a Director of the management company operating the Gosford office of Morgans. Simon has been providing advice to retail investors since 2001, joining Morgans as a Private Client Adviser in 2003.
Investment Style
Simon takes a comprehensive financial planning approach to assist clients in creating wealth. He does this with a view to advise on investment structures including consideration of superannuation (in particular self managed superannuation), estate planning and personal insurance requirements. Simon takes a proactive approach to clients portfolios with the use of direct equities, warrants, income strategies and tax effective strategies.
Services and Specialties
Personal Insurance
Stockbroking
Retirement and Estate Planning
Portfolio Administration
Wealth Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
ASX Broker Exam
Graduate Diploma of Financial Planning
Advanced Diploma of Financial Services (Financial Planning)
SMSF Specialist Advisor™ (SSA) Accreditation
Associations
AFP Member of the Financial Planning Association (FPA)
SMSF Association of Australia - SMSF Specialist Adviser
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Generic
Tax (financial) Adviser
Managed Investments
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Margin Lending
Derivatives Level 1
Financial Planning
Superannuation
Life Insurance
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gosford. My employer remunerates me by way of salary and percentage of fees. As a Director of Stepping Stones to Wealth Pty Ltd, I will be entitled to a share of profits.
Simon Royle (SSA GradDipFinPlan MeSAFAA AFP®) Branch Manager & Senior Client Adviser 1/6 Burns Crescent Gosford, NSW 2250 Email: [email protected] Direct: 02 4325 0884 | Mobile: 0419 440 768 morgans.com.au | Facebook | Twitter | Linkedin Morgans Financial Limited | ABN 49 010 669 726
