Shakthi Hewawasam
Financial Adviser
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About
Shakthi Hewawasam is an ASIC-registered financial adviser based in South Melbourne, Victoria, dedicated to helping clients achieve their financial goals with clarity and confidence. Shakthi holds a Bachelor of Business (Financial Planning) from RMIT (2021) and is an active member of the Financial Advice Association of Australia (FAAA), demonstrating a commitment to upholding the highest professional standards. Shakthi is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your individual needs. Whether you're planning for retirement, protecting your family with insurance, or growing your wealth through strategic investments, Shakthi can provide expert guidance. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance, Life Risk Insurance) • Wealth management strategies • Investment advice (Securities, Government Debt Securities) With a client-centric approach, Shakthi takes the time to understand your unique circumstances and aspirations, developing personalized financial plans that empower you to make informed decisions. Ready to take control of your financial future? Contact Shakthi Hewawasam today for a consultation and discover how expert financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Shakthi Hewawasam provide?
Shakthi Hewawasam offers advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), wealth management, and investments (Securities and Government Debt Securities).
What qualifications does Shakthi Hewawasam have?
Shakthi holds a Bachelor of Business (Financial Planning) from RMIT (2021) and is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Shakthi?
During your initial consultation, Shakthi will take the time to understand your financial situation, goals, and risk tolerance. This will involve a discussion about your current assets, liabilities, income, and expenses, as well as your short-term and long-term financial objectives. Shakthi will then outline how they can assist you in achieving these goals.
How does Shakthi Hewawasam tailor financial advice to individual client needs?
Shakthi develops personalized financial plans based on a thorough understanding of each client's unique circumstances, goals, and risk tolerance. This ensures that the advice provided is specifically aligned with their individual needs and aspirations.
What is the process for becoming a client of Shakthi Hewawasam?
The process begins with an initial consultation to discuss your financial goals and needs. Following this, Shakthi will develop a personalized financial plan. Once you approve the plan, Shakthi will assist you in implementing the recommended strategies and provide ongoing support and reviews to ensure your plan remains aligned with your evolving circumstances.
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