"I am focused on developing holistic investment strategies to meet my clients financial and lifestyle goals. I am dedicated to providing professional financial advice and services to clients."
Annelise commenced her career as a para-planner with Morgans. She gained experience whilst working with a team of advisers tailoring and implementing financial solutions to individual client needs. Annelise became an adviser with Morgans in 2018, and became a partner of the Wollongong office in 2021.
Services and specialities
- Financial Planning
- Wealth Management
- Stockbroking
- Retirement and Estate Planning
- Aged Care
- Superannuation Advice
Investment Style
Annelise adopts a comprehensive approach to developing personalised investment strategies tailored to each clients circumstances. Consideration is given to stockbroking services, wealth management, superannuation, Self Managed Super Funds, retirement planning, tax strategies, Centrelink and Aged Care strategies.
Industry Education & Experience
Qualifications
- Bachelor of Economics and Finance, University of Wollongong, 2018
- Diploma of Financial Planning, Kaplan, 2018
- Accredited Aged Care Professional™, Aged Care Steps, 2019
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Securities
- Superannuation
- Life Insurance
I am an employee and Partner (Shareholder) of Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a Partner (Shareholder) I may be entitled to a share of profits.