Simon Royle
Branch Manager & Senior Client Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
