Financial Adviser
· WOLLONGONG, NSW
Annelise Aquilina
No disciplinary history on record with ASIC
WOLLONGONG,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270001
Annelise Aquilina is a financial adviser based in Wollongong, New South Wales, with 8 years of experience in the financial services industry since 2018. Annelise is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Annelise holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Annelise's qualifications include a Bachelor of Economics and Finance from University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Economics and Finance
University of Wollongong
2018
Diploma of Financial Planning
Kaplan
2019
Accredited Aged Care Professional
Aged Care Steps
2023
Graduate Diploma of Financial Planning
Kapla Professional