SIMON KEITH ROYLE
Financial Adviser · Erina, NSW
📚 Qualifications & Training
2004 - ASX Broker Exam - - Securities Institute Australia
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - SMSF Specialist Advisor (SSA) Accreditation - Professional Designations - SMSF Association
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan professiona
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Stockbrokers and Investment Advisers Association (SIAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.