Simon Royle
Financial Adviser
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About
Simon Royle is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a strong foundation built on qualifications including an ASX Broker Exam, an Advanced Diploma of Financial Services (Financial Planning), SMSF Specialist Advisor (SSA) Accreditation, and a Graduate Diploma of Financial Planning, Simon brings a wealth of knowledge and expertise to every client interaction. Simon is an active member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding the highest standards of professionalism and ethical conduct. Authorised to provide advice on a broad range of financial products, Simon can assist with superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. His expertise ensures clients receive well-rounded and informed guidance to navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Investment strategies • Insurance solutions • Wealth creation and management • SMSF advice Ready to take control of your financial future? Contact Simon today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Simon Royle offer?
Simon Royle provides comprehensive financial advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities.
What qualifications does Simon Royle have?
Simon Royle holds an ASX Broker Exam certification, an Advanced Diploma of Financial Services (Financial Planning), SMSF Specialist Advisor (SSA) Accreditation, and a Graduate Diploma of Financial Planning.
How can Simon Royle help me plan for my retirement?
Simon can help you create a comprehensive retirement plan tailored to your specific needs and goals, including superannuation strategies, investment planning, and income projections.
What is Simon Royle's approach to financial planning?
Simon Royle takes a personalised approach to financial planning, focusing on understanding each client's unique circumstances and goals to develop tailored strategies.
What are the benefits of working with an SMSF Specialist Advisor like Simon Royle?
Working with an SMSF Specialist Advisor like Simon Royle ensures you receive expert guidance on managing your Self-Managed Super Fund, including compliance, investment strategies, and retirement planning.
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