Anoma Peiris

Kdm Financial and Estate Planning Pty Ltd

Gold
11 Yrs Experience
Lutwyche, QLD 4030

Recent reviews

Kdm Financial and Estate Planning Pty Ltd

Suite T205, 543 Lutwyche Rd
Lutwyche, QLD 4030

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 14
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Kdm Financial And Estate Planning Pty Ltd

AFSL 516642

4.75
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.65
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anoma has given us advice in areas including superannuation and investments. Anoma was able to explain things to us in a clear and concise manner. We have utilised Anoma's knowledge and experience for many years, and feel very confident that the advice given was right for our lifestyle. We always receive Anoma's full care and attention. Thanks Anoma for all your help and support."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.50

"I am satisfied with the service provided."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anoma has offered advise on my mothers retirement pension, annuity, superfund, funneral bond. Anoma we very understanding in her manner with my elderly mother and she ensured that she understood what was happening to her money clearly and how they all worked in relation to her maintaining the pension and health card. We felt very confident in moving forward with her advise that it would give my mother the best for her needs as they are at the moment. Anoma has always been easy to contact and always returns messages when left."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anoma's advice has been consistent with our steady approach. She is always available and quick to respond to requests. We have enjoyed having Anoma's help and advice for many years."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anoma was very friendly and welcoming. She made sure I understood everything and is always willing to answer any questions (simple or complex). She is one of the BEST and brightest financial planners out there. Her extensive knowledge is only outdone by her dedication to her clients."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anoma seemed to be very knowledgeable and thorough with details and information. She was very understanding in my somewhat vague goals. Look forward to working with her in the future."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1998

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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