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Chamil Peiris Cfp® is listed as Senior Financial Planner at State Trustees at State Trustees, a company with 363 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Chamil Peiris Cfp®.
Chamil Peiris Cfp® previously worked as Senior Financial Planner at State Trustees and Financial Planner at State Trustees. Chamil Peiris Cfp® holds Bachelor Of Commerce (B.Com.), Finance, Marketing And Management, Distinction from Deakin University.
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Having secured my first role in Financial Planning I am looking forward to increasing my knowledge and building a successful career in the industry. I am also passionate about investing in the stock market and meet regularly with a group of like minded individuals to keep up to date with the market and identify new investment opportunities.
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Melbourne, Victoria, Australia
My primary responsibilities include being the technical lead for the Financial Planning team and supporting the team leader with the day-to-day management of Financial Planning functions as well as special projects that arise. Key areas of accountability are given below.- Mentoring and knowledge transfer: Be the subject matter expert.- Manage high.
Preparation of complex financial plans. Key advice areas include investments, property, aged care and trusts. Another key area of this role was to review and sign off on financial plans prepared by other team members ensuring a high standard of work and adherence to policies, procedures and guidelines.
Melbourne, Victoria, Australia
Preparing, developing and implementing financial plans for Personal Financial Administration clients, injury and compensation trusts, Minor’s trusts and testamentary trusts. This includes formulating financial strategies, modelling/forecasting portfolio performance using AdviserNETgain, Xplan/Xtools+ as well as preparing accompanying documentation.
Mebourne
Preparing and developing low complexity financial plans. Formulating financial strategies, modelling/forecasting portfolio performance as well as preparing accompanying advice documentation.
West Melbourne, VIC Australia
As member of the Deceased Estates team I respond to correspondence and requests received from solicitors, family members, government and non government agencies in relation to deceased customers of the Bank. There is quite a significant account maintenance, asset protection and risk assessment segment involved in this role.
Bank Place, Melbourne
This position involved processing the daily auditing of the hotel as well as reception and concierge duties. Conducting an effective roll-over of the hotels systems was an important aspect of this role. This ensures that guest check-in/check-out functions run smoothly, occupancy levels etc. are up to date and the hotel is ready for the following day of.
Other employees you can reach at statetrustees.com.au. View company contacts for 363 employees →
Rima Nand
Colleague at State TrusteesMelbourne, Victoria, Australia, Australia
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Tome Gorgevski
Colleague at State TrusteesMelbourne, Victoria, Australia, Australia
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Lee Hooper
Colleague at State TrusteesGreater Melbourne Area, Australia
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Michelle De Robillard
Colleague at State TrusteesCarlton, Victoria, Australia, Australia
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Mark Ryan
Colleague at State TrusteesBendigo, Victoria, Australia, Australia
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Rebeka Pascuzzi
Colleague at State TrusteesMelbourne, Victoria, Australia, Australia
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Nick Constantinou
Colleague at State TrusteesGreater Melbourne Area, Australia
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LC
Leia C.
Colleague at State TrusteesBendigo, Victoria, Australia, Australia
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KD
Karen Deltondo
Colleague at State TrusteesGreater Melbourne Area, Australia
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MZ
Max Zakipoor
Colleague at State TrusteesMelbourne, Victoria, Australia, Australia
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Activities and Societies: Undergraduate Student Mentor, Orientation Peer Support Leader, Deakin University Environmental Sustainability.
Activities and Societies: Cricket Team
Activities and Societies: Cricket, Rowing
Quick answers generated from the profile data available on this page.
Chamil Peiris Cfp® works for State Trustees.
Chamil Peiris Cfp® is listed as Senior Financial Planner at State Trustees at State Trustees.
Chamil Peiris Cfp® is based in Greater Melbourne Area, Australia, Australia while working with State Trustees.
Chamil Peiris Cfp® has worked for State Trustees, Commonwealth Bank Of Australia, Metro Apartments On Bank Place, and Assetline Securities Sri Lanka.
Chamil Peiris Cfp®'s colleagues at State Trustees include Rima Nand, Tome Gorgevski, Lee Hooper, Michelle De Robillard, and Mark Ryan.
You can use AeroLeads to view verified contact signals for Chamil Peiris Cfp® at State Trustees, including work email, phone, and LinkedIn data when available.
Chamil Peiris Cfp® holds Bachelor Of Commerce (B.Com.), Finance, Marketing And Management, Distinction from Deakin University.
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