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 works with and assists clients to achieve great financial outcomes.

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 

  • Master of Financial Planning at Kaplan 
  • 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) 

Memberships