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
Aged Care
Investment Advice
Wealth Management
Stockbroking
Self-Managed Super Funds
Financial Planning
Portfolio Administration
Fixed Interest and Cash Management
Retirement and Estate Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Ethics and Professionalism in Financial Advice
Bachelor of Commerce (Dean's Scholar) (Finance and Financial Planning)
Associations
No items found.
Competencies
Life Insurance
Managed Investments
Generic
Securities
Superannuation
Financial Planning
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.
