Anoma is lovely to deal with, always takes the time to review the strategies if we do not fully understand. Very helpful in answering any questions we have in regards to our Super and changes that occur. She has a very friendly approach and explains why she has made certain recommendations. Anoma is an excellent adviser and never hesitates to help or respond to emails sent with a questions.
I have utilized the services of Anoma Peiris for a very long time in relation to my Financial and Estate matters. Over those many years she has proven herself to be very diligent, highly professional, and most helpful at all times. For any person in need of similar advice, they could do no better than to contact her at KDM Financial and Estate Planners.
Anoma is extremely knowledgeable. She has given us advice in relation to our superannuation , investments and tax effective strategies. She is very approachable and answers all our queries promptly. We have and will continue to recommend her services to all our friends and families.
Anoma was introduced to us by George Fattal. Anoma has given us advice in areas such as our home loan and debt retirement. Anoma explained the best strategy for my retirement and Wilma's at a later date. She gave information on government pensions available and what drawdown we would need to maintain our lifestyle in retirement. Through Anoma's knowledge and experience, we feel confident that the advice given was right for our needs. Anoma quickly replied to email requests for more information when we had her investigate other strategies. I always received full care and attention when I needed it. It is a pleasure dealing with Anoma.
An amazing and patient person who helped me get a better deal with my insurances. I felt cared for and left feeling confident in all my interactions with her.
KDM Financial and Estate PlanningSuite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Silver
- Number of reviews 15
- First year providing advice 2011
- Years of experience 12
- Master of Financial Planning
KDM Financial and Estate Planning