Roger Taylor
DipFP AssocDipBus(Marketing)
Investment Adviser
I help clients achieve their goals by simplifying the process of investing with a structured plan of focus, discipline and patience.
Before starting with Morgans, Roger ran his own travel company that he founded after recognising a gap in the hotel market. He has been a long-term client of Morgans and has always had a keen interest in the equities markets, building his knowledge through extensive reading and research. Roger completed a Diploma of Financial Planning through Kaplan to formalise his education and prepare for a career at Morgans.
Investment Style
Roger helps clients achieve their individual financial goals by simplifying the process of investing, taking a long-term view and focusing on the highest-quality companies with proven track records of outperforming the market. Combining the award-winning research team at Morgans, as well as his own screening criteria and structured investing approach, Roger provides regular communication and quality service to help build long-term wealth for clients.
Services and Specialties
Margin Lending and Gearing Strategies
Stockbroking
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Associate Diploma of Business (Marketing)
Ethics and Professional Relationships
Diploma of Financial Planning
Tier 1 Margin Lending - Personal Advice
Associations
No items found.
Competencies
Securities
Managed Investments
Generic
Margin Lending
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
