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Miles Bellman

Royce Advisory

Gold
19 Yrs Experience
Melbourne, VIC 3000

I am the founder and Managing Director of Royce Advisory based in Melbourne, Australia. The services I provide are underpinned by my 22+ years of experience in wealth and asset management at both domestic and global institutions.

My current focus is to deliver exceptional investment portfolios and wealth management advice to individuals, families, and various mission-driven institutions. My goal is to compound returns from diverse sources by harnessing differentiated capital and utilizing the strategic value of a community of like-minded colleagues, business partners, and service providers.

Royce Advisory is a wealth management & investment advisory firm. We are dedicated to serving private clients and our model is open-minded, unencumbered and forward facing.

Our mission is to be a centre of resource and expertise to support a small number of clients. Through a combination of in-house expertise and strategic partnerships, we provide clients with the service of a family office alongside the capabilities of a large institution. We offer confidential advice, new ideas and innovative ways to protect, grow and transfer wealth.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualifications
    • Master of Law
    • Master of Business Administration
  • Language spoken
    • English

Royce Advisory

level 45, 360 Elizabeth St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Mb Capital Partners Pty Ltd

AFSL 536053