Suzi Tripkovic
Financial Planner / Stockbroker / Partner - Wollongong
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
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.
