Annelise Aquilina
Financial Planner / Stockbroker / Partner – Wollongong
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
