Thaveesh has a diverse upbringing and was educated in Dubai and Sri Lanka growing up. He joined the Financial Planning industry in 2017 whilst completing his Bachelors Degree at Deakin University. During this time he developed a passion for the industry and is committed to providing high quality advice to his clients.
Thaveesh enjoys building relationships and prides himself on his ability to read people and cater to his clients accordingly by developing innovative solutions to meet their financial planning needs.
“I believe financial planning is a journey and every individual has a different story. It brings me a lot of joy knowing that I am in a position to add value to each of my clients’ lives by educating them about their unique financial challenges“
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Bachelor of Commerce (Financial Planning and Commercial Law)
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Language spoken
- English
Wealth Architects Pty Ltd
Suite 4, 35 Hope StBrunswick, VIC 3056
Licensed by
Insight Investment Services Pty Ltd
AFSL 309996