Annelise Aquilina
Financial Adviser
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About
Annelise Aquilina is an ASIC-registered financial adviser based in Wollongong, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Annelise holds a Bachelor of Economics and Finance from the University of Wollongong (2018), a Diploma of Financial Planning from Kaplan (2018), is an Accredited Aged Care Professional (Aged Care Steps, 2019), and completed a Graduate Diploma of Financial Planning with Kaplan Professional (2023). Annelise is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This broad expertise allows her to create holistic financial plans that address diverse client needs. Key services offered include: • Superannuation advice, including fund selection and retirement planning • Insurance solutions to protect you and your family • Wealth management strategies to grow and preserve your assets • Investment advice across a range of securities and government debt • Comprehensive financial planning tailored to your unique circumstances Ready to take control of your financial future? Contact Annelise today to schedule a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Annelise Aquilina provide?
Annelise Aquilina is authorised to provide advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities.
What qualifications does Annelise Aquilina have?
Annelise holds a Bachelor of Economics and Finance from the University of Wollongong, a Diploma of Financial Planning from Kaplan, is an Accredited Aged Care Professional and has a Graduate Diploma of Financial Planning from Kaplan Professional.
How does Annelise Aquilina develop a financial plan for her clients?
Annelise works closely with each client to understand their unique financial situation, goals, and risk tolerance. She then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives.
What should I expect during my first meeting with Annelise Aquilina?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Annelise will explain her services and how she can help you achieve your financial objectives.
Does Annelise Aquilina specialise in any particular area of financial planning?
Annelise has accreditation in Aged Care. She provides comprehensive advice across superannuation, insurance, and wealth management, catering to a diverse range of client needs.
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