Litsa Makrangelos
MBA GradDipFinPlan
Financial 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
Financial Planning
Superannuation Advice
Portfolio Administration
Wealth Management
Investment Advice
Fixed Interest and Cash Management
Philanthropic Services
Self-Managed Super Funds
Retirement and Estate Planning
Aged Care
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma in Financial Planning
Master of Business Administration
Diploma of Financial Advising
Diploma of Financial Services (Superannuation)
Accredited Listed Product Adviser Program
Associate Diploma of Superannuation Management
Graduate Certificate in Business Administration
Associations
No items found.
Competencies
Financial Planning
Generic
Securities
Superannuation
Managed Investments
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.
