A city skyline at night with a boat in the water.
Annelise Aquilina

Annelise Aquilina

BEconFin DipFP JP
Authorised representative number: 001270001

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
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™


Justice of the Peace


Life Insurance
Financial Planning
Managed Investments
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.