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Rajith Ranasinghe Email & Phone Number
Financial Adviser
at
Wealthy Me
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Adviser
Location
Burwood, Victoria, Australia
Company size
Who is Rajith Ranasinghe? Overview
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Quick answer
Rajith Ranasinghe is listed as Financial Adviser at Wealthy Me, a company with 5 employees, based in Burwood, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Rajith Ranasinghe.
Rajith Ranasinghe previously worked as Provisional Financial Adviser at Wealthy Me and Financial Planning Associate at Wealthy Me. Rajith Ranasinghe holds Bachelor Of Business, Finance, General from University Of South Australia.
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Wealthy Me
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Profile bio
About Rajith Ranasinghe
As a Provisional Financial Planner with over six years of experience in the financial planning industry, I am dedicated to empowering individuals to achieve their financial goals through personalised advice. I hold a Bachelor of Business with a major in finance and a Graduate Diploma in Financial Planning. My expertise spans a range of areas, including superannuation and self-managed super funds, wealth protection and risk management, retirement income planning, wealth creation with various gearing strategies, portfolio construction and management, and tax planning strategies. My aspiration is to work with a diverse group of clients, from young wealth accumulators to professionals, providing holistic strategic advice. I aim to collaborate seamlessly with other professionals, such as accountants, lawyers, and brokers, to ensure the full realisation of their financial goals. I am a passionate supporter of the Hawthorn Football Club, and in my free time, I enjoy watching footy with friends or working on cars.
Current workplace
Rajith Ranasinghe's current company
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Wealthy Me
8 roles
Rajith Ranasinghe work experience
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Provisional Financial Adviser
Current
May 2024 - Present
Financial Planning Associate
Oct 2023 - May 2024
Client Service Officer/Paraplanner
Preparation of SOAs and ROAs. This includes completing all aspects such as completing Wealthsolver, Risk Researcher, ADW and Xtools+ Projections as well as liaising with accountants, brokers, and other related advisers to get information regarding tax planning etc, to ensure the effectiveness of the holistic advice given.Full implementation of the.
May 2020 - Oct 2023
Client Services Officer
Preparation of SOAs and ROAs (Without prior experience in preparation of documents, was able to learn and prepare SOA and ROA documents)Utilise Xtools+, Risk Researcher, Wealth Solver, Quick Compare for client value optimization.Adhered to the BID requirements to improve client wealth accumulation. Performed life cycle client risk evaluations to minimize.
Dec 2018 - Oct 2019
Collection Officer
Performed collection activities diligently and met the monthly KPI targets continuously. Maintain various customer portfolios and assist customers by offering various solutions to manage their credits.Identified to exceed expectations of the organizations at performance review meetings.Successfully completed the training program within two weeks.
Jul 2018 - Dec 2018
Accounting Intern
Reconciled company’s revenue, expenses ensuring accuracy and completeness.Performed numerous tests to identify post-reporting period events. Valuated various investment portfolios for accuracy and NAV.Carried out self-managed superannuation audits autonomously without assistance.Detected suspicious activities while carrying out subsequent payment testing.
Apr 2018 - May 2018
Finance Accounting Intern
Carried out customer invoicing and receipts and supplier payments and expenses.Reconciled all bank accounts on a daily basis and all loan accounts on a monthly basis.Processed payroll maintaining confidential records for all employeesMeticulously created the master sales budget using previous sales data.Integrated the budget into the XERO software in order.
Dec 2017 - Feb 2018
2 education records
Rajith Ranasinghe education
Bachelor Of Business, Finance, General
Graduate Diploma Of Financial Planning, Financial Planning
FAQ
Frequently asked questions about Rajith Ranasinghe
Quick answers generated from the profile data available on this page.
What company does Rajith Ranasinghe work for?
Rajith Ranasinghe works for Wealthy Me.
What is Rajith Ranasinghe's role at Wealthy Me?
Rajith Ranasinghe is listed as Financial Adviser at Wealthy Me.
Where is Rajith Ranasinghe based?
Rajith Ranasinghe is based in Burwood, Victoria, Australia while working with Wealthy Me.
What companies has Rajith Ranasinghe worked for?
Rajith Ranasinghe has worked for Wealthy Me, Capital Wealth Advisers, Commonwealth Bank, Illion, and Bdo In Australia.
How can I contact Rajith Ranasinghe?
You can use AeroLeads to view verified contact signals for Rajith Ranasinghe at Wealthy Me, including work email, phone, and LinkedIn data when available.
What schools did Rajith Ranasinghe attend?
Rajith Ranasinghe holds Bachelor Of Business, Finance, General from University Of South Australia.
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