Teodora Jovanovic
Financial Planner / Stockbroker
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
