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Teodora Jovanovic
BCom(Dean's Schol) JP
Financial Planner/Stockbroker
My commitment is centred on providing personalised advice and fostering long - term financial success. I believe in tailoring strategies to align with my clients' unique goals and lifestyle objectives.
Teodora's career commenced as a paraplanner at Morgans Wollongong whilst completing her Bachelor of Commerce (Dean's Scholar) In Finance and Financial Planning. Then, progressing into the role of Provisional Financial Adviser, she gained valuable experience and knowledge of financial concepts and strategies. Teodora now assists her clients in her current position as a Financial Adviser and Stockbroker.
Investment Style
Teodora focuses on delivering personalised investment strategies tailored to each client's individual goals and objectives. Her approach aims to build and secure wealth, offering a unique blend of customisation, risk management, and ongoing client engagement for optimal financial and lifestyle outcomes.
Services and Specialties
Fixed Interest and Cash Management
Self-Managed Super Funds
Investment Advice
Financial Planning
Retirement and Estate Planning
Stockbroking
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Bachelor of Commerce (Dean's Scholar) (Finance and Financial Planning)
Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Superannuation
Generic
Financial Planning
Securities
Managed Investments
I am employed by Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
