Suzi Tripkovic
BCom(Fin) DipFP JP MSAFAA
Financial Planner / Stockbroker / Partner - Wollongong
I am dedicated to building strong relationships with clients through professional service and advice, by providing them a clear investment strategy to meet their financial and lifestyle objectives.
Suzi's career in the financial services sector commenced with the Commonwealth Bank in 2000 before joining Morgans in 2008. Suzi became a partner of the Wollongong office in 2010
Investment Style
Suzi's aim is to take a holistic approach for her clients before tailoring a strategy to best meet their needs, objectives, financial and personal goals. Suzi's area of expertise includes superannuation, self managed superannuation funds, retirement income streams, Centrelink, managed funds, retirement planning, investment strategies, tax minimisation and insurance.
Services and Specialties
Financial Planning
Superannuation Advice
Stockbroking
Retirement and Estate Planning
Wealth Management
Aged Care
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Justice of the Peace
Bachelor of Commerce
Certificate IV in Accounting
AustralianSuper Accreditation
FPC002B Ethics and Professionalism in Financial Advice
Associations
Justice of the Peace
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
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.
I am an employee and Partner (Shareholder) of Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a Partner (Shareholder) I may be entitled to a share of profits.
