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@staturefinancialgroup.com.au
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Charith Rodrigo is listed as Partner - Private Wealth based in The Rocks, New South Wales, Australia. AeroLeads shows a work email signal at staturefinancialgroup.com.au and a matched LinkedIn profile for Charith Rodrigo.
Charith Rodrigo previously worked as Senior Financial Advisor at Stature Financial Group and Financial Advisor at Rfe Group. Charith Rodrigo holds Dip. Financial Planning (1-4), Financial Planning And Services from Kaplan Business School Pty Limited.
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I am a Senior Financial adviser in the advice industry for over 10 years. My extensive knowledge & experience in my years of working with various types of Australians has enabled me to provide specialist advice within cash flow modelling, optimal lending structures and wealth management. Over the last 8 years, I have been able to provide clients with holistic advice from different wealth & risk dimensions. I always ensure that any client that I speak to leave with a solution to their financial position. Not only do I work with UHN clients but also with low net worth clients. I do this as I believe that helping clients from various wealth dimensions is the key to being an ethical adviser. I pride myself in being able to assist people in order to ensure they have moved in to a better financial position. I firmly believe in providing open, honest and accurate advice to clients based on their individual needs & goals. My philosophy to financial planning is in partnering with individuals at an early stage of their careers enabling them to have financial security throughout the entirety of life, not just in their twilight years. This way I believe each individual within Australia will benefit from the advice we provide so they can attain their life long goals.Lastly what I have learnt that is working for larger organisations is all about dollar value and not client value. I want to provide advice to my clients based on value and have a more closer commitment than meeting “once a year”.
Listed skills include Risk Management, Credit, Portfolio Management, Financial Risk, and 19 others.
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Sydney, New South Wales, Australia
I have worked within the Debt Advisory field in the initial stages of my career. This enabled me to make an easy transition to Financial Planning due to my experience dealing with clients from different dimensions and cultures in Australia. As a result, I use my uniquely extensive knowledge & experience to offer specialist advice in Cash flow modelling.
Sydney, Australia
I have been working for RFE group for over 12 months. My extensive knowledge & experience in money management and debt has enabled me to provide specialist advice within cash flow modelling, optimal lending structures and wealth management. I firmly believe in providing open, honest and accurate advice to clients based on their individual needs & goals. My.
Sydney, Australia
Fox Symes is the largest provider of debt solutions to individuals and businesses in Australia and was established in February 2000. It is a wholly owned subsidiary of FSA Group Limited, a public company listed on the ASXResponsibilities* Manage a team of 7 members who closely deal with clients who are both consumer & business related.* Personally develop.
Diploma in Financial Planning
Activities and Societies: Swimming & Rugby
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Charith Rodrigo is listed as Partner - Private Wealth.
AeroLeads has found 1 work email signal at @staturefinancialgroup.com.au for Charith Rodrigo.
Charith Rodrigo is based in The Rocks, New South Wales, Australia.
Charith Rodrigo has worked for Stature Financial Group, Rfe Group, and Fox Symes & Associates.
You can use AeroLeads to view verified contact signals for Charith Rodrigo, including work email, phone, and LinkedIn data when available.
Charith Rodrigo holds Dip. Financial Planning (1-4), Financial Planning And Services from Kaplan Business School Pty Limited.
Charith Rodrigo is listed with skills including Risk Management, Credit, Portfolio Management, Financial Risk, Business Development, Loans, Management, and Analysis.
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