Roger Taylor
Investment Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
