Dion Weerasekera

Finwest Pty Ltd

Gold
7 Yrs Experience
Burswood, WA 6100
A financial plan is more than a set of financial strategies - it's a way to capture whats important to you, build wealth and translate it into the future you want. That's why I believe in ongoing, personal advice - building long-term financial plans that adapt to your changing needs, and bring you lasting financial security and well-being. My clients are from all walks of life - professionals, wealth accumulators, small business owners and retirees. They all share one goal - to create and protect a better future for themselves and their families. My specialties include: - Wealth creation and management - Retirement and estate planning - Superannuation - Personal protection - Investment portfolio construction and ongoing management

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 21
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Business (Finance)
  • Language spoken
    • English

Finwest Pty Ltd

10 Leigh Street
Burswood, WA 6100

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.90
21 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Dion has given me advice in areas of better way to manage my super. Dion was usually able to explain things to me in a clear way. Through Dion's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Dion's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with the professional care and attention my partner and i received working with Dion. Dion is experienced and very knowledgeable, is thorough and easy to understand and anything we were not too sure about he took the time to make sure we did. The whole experience was excellent. We both highly recommended Dion."

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

"Dion has looked after myself and my wife’s finances, insurances and superannuation for the past four years. We are always confident with the decisions we have made based on Dion’s advise and knowledge. Our Superannuation had amazing returns this year and we know that is solely down to how it is being managed. We couldn’t have our future in better hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Dion has given me advice in the area of shares. Through Dion's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Dion's care and attention when I needed it."

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

"Dion has given me advice about my transition to retirement. His advice included tax reduction and investment suggestions. The plan Dion created for me has given me peace of mind as I reduce my working hours and work towards a comfortable retirement."

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

"Dion has always been very professional and helpful. He is very knowledgeable and has really helped us with getting our finances in order."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dion has provided me with excellent advice and supported me in implementing my financial stratergy. His patience and ability to simply explain the idea's presented made me very comfortable with the decisions that we made."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am extremely happy with the service Dion has provided. He has looked at several options for me, as my situation changed. Dion talks in a way that makes it easy to understand, and if I didn’t he would explain it again making me feel confident in what we were doing. He is very knowledgeable and ensured the product was right for me and my finances. I will definitely refer friends and family to him. Thanks Dion Lynda 6052"

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

"Dion has helped me get a great income protection policy that I have meaning to get for some time now. I am very confident it is the perfect protection for me."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Dion assisted me to change my superannuation to a fund that was going to help lower my fees and generate a healthier investment for the future. Dion was always polite and prompt with communications via email and in person. I would highly recommend Dion to all my friends and family he has a warm personality and I feel I can trust him to take care of my financial matters. Regards Tegan Kearns"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Finance)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2012

Tier 1 Managed Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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