Kenneth Weerasiri
Financial Adviser
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About
Kenneth Weerasiri is an ASIC-registered financial adviser dedicated to helping individuals and families in Tarneit and throughout Victoria achieve their financial goals. With a strong educational foundation including a Diploma of Financial Services (Financial Planning), an Advanced Diploma from IIT, a Graduate Diploma, and a Master of Financial Planning from Kaplan Higher Education, Kenneth possesses the knowledge and expertise to provide comprehensive financial advice. As a member of the Million Dollar Round Table and registered with the Tax Practitioners Board, Kenneth adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. Kenneth is committed to providing tailored strategies to meet your specific needs. He takes a holistic approach to financial planning, considering all aspects of your financial life to develop solutions that are right for you. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Kenneth today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Kenneth Weerasiri offer?
Kenneth Weerasiri provides comprehensive financial advice covering superannuation, retirement planning, insurance, and investment strategies. He is authorized to advise on a range of products including Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What are Kenneth Weerasiri's qualifications and professional memberships?
Kenneth holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services, a Graduate Diploma of Financial Planning, and a Master of Financial Planning. He is also a member of the Million Dollar Round Table and is registered with the Tax Practitioners Board.
What can I expect during my first meeting with Kenneth?
During your initial consultation, Kenneth will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs and objectives.
How can Kenneth help me with my retirement planning?
Kenneth can help you develop a comprehensive retirement plan that considers your superannuation, investments, and other assets. He can provide advice on how to maximize your retirement savings and create a sustainable income stream for your retirement years.
Does Kenneth provide advice to self-managed super funds?
Kenneth can provide advice on superannuation, which can include guidance for self-managed super funds (SMSFs). He can help you navigate the complexities of SMSF investing and ensure your fund is aligned with your retirement goals.
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