Litsa Makrangelos
MBA GradDipFinPlan
No items found.
Investment Adviser
Litsa believes in quality advice begins with insight and understanding of your personal circumstances and aspirations. This allows me to provide tailored strategies and guidance that support and realise those ambitions.
Litsa is a Financial Adviser with over 25 years of financial services experience. Litsa provides holistic financial advice, helping clients clarify their goals and develop plans which are tailored to achieve the desired outcomes. Litsa specialises in wealth accumulation, assets and lifestyle protection, tax effective superannuation and non-superannuation strategies, estates and aged care planning.
Investment Style
Litsa takes the time to understand your goals and risk tolerance, so your investments are tailored to match what you are comfortable with. Litsa builds diversified portfolios that balance growth and risk, helping you achieve financial outcomes with confidence.
Services and Specialties
No items found.
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
No items found.
Associations
No items found.
Competencies
No items found.
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
