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 Erina 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
Retirement and Estate Planning
Stockbroking
Portfolio Administration
Self-Managed Super Funds
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
SMSF Specialist Advisor™ (SSA) Accreditation
ASX Broker Exam
Advanced Diploma of Financial Services (Financial Planning)
Associations
Financial Planner AFP member of FAAA
SMSF Association of Australia - SMSF Specialist Adviser
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Erina. 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.
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Erina. 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.
