Simon Keith Royle
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267890
- Location
- Erina NSW 2250
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 2002
- Qualifications
- ASX Broker Exam, Securities Institute Australia (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2013); Graduate Diploma of Financial Planning, Kaplan professiona (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association; Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Keith Royle
Simon Keith Royle is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000267890.
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. The current authorisation started on 10 March 2004.
According to the register, Simon first provided financial advice in 2002. Qualifications and training on file include ASX Broker Exam (Securities Institute Australia, 2004), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005) and SMSF Specialist Advisor (SSA) Accreditation (SMSF Association, 2013). Simon is recorded as a member of Financial Advice Association of Australia (FAAA), SMSF Association and Stockbrokers and Investment Advisers Association (SIAA).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon Keith Royle a registered financial adviser?
Yes. Simon Keith Royle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267890.
Which licensee does Simon Keith Royle work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Simon Keith Royle give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.