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Annelise Aquilina
BEconFin DipFP JP
Financial Planner / Stockbroker / Partner – Wollongong
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.
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.
Services and Specialties
Superannuation Advice
Stockbroking
Financial Planning
Wealth Management
Aged Care
Retirement and Estate Planning
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Economics and Finance
Accredited Aged Care Professional™
Associations
Justice of the Peace
Competencies
Life Insurance
Generic
Securities
Financial Planning
Managed Investments
Superannuation
I am a partner of Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. My employer remunerates me by way of salary. As a shareholder of Koleshore Pty Ltd, I may be entitled to a share of profits. As a Partner of Koleshore Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
