Anoma Peiris
Partner
Anoma has been involved in financial planning since 2002. Anoma is passionate about helping people to make a real difference in their lives by providing strategic advice to clients on investments, superannuation (including Self-Managed Super Funds), retirement planning, personal risk insurance and estate planning.
Anoma aims to empower clients with the knowledge and strategies necessary to make informed financial decisions, navigate life’s financial complexities and work towards long-term financial success.
Experience
- Partner at KDM Financial and Estate Planning, 2020 – Current
- Junior Partner at KDM Financial and Estate Planning, 2020 – 2020
- Senior Financial Planner at KDM Financial and Estate Planning, 2018 – 2020
- Private Client Adviser at Grant Thornton Australia, 2012 – 2018
- Senior Paraplanner / Associate Adviser at Grant Thornton Australia, 2007 – 2012
- Paraplanner at Grant Thornton Australia, 2004 – 2007
- Financial Planning Assistant at Grant Thornton Australia, 2002 – 2004
- Research Analyst at Morningstar, 1998 – 2002
Qualifications
- Justice of Peace (Qualified)
- SMSF Specialist Advisor at SMSF Association
- Master of Financial Planning at Kaplan Professional
- Bachelor of Commerce (Accounting) at Griffith University
- Graduate Diploma of Applied Finance and Investments at FINSIA (Kaplan Professional)
- Graduate Certificate in Financial Planning at FINSIA (Kaplan Professional)
