Thaveesh Palapathwala profile photo

Thaveesh Palapathwala

Wealth Architects Pty Ltd

Gold
7 Yrs Experience
Brunswick, VIC 3056

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Financial Planning and Commercial Law)
  • Language spoken
    • English

Wealth Architects Pty Ltd

Suite 4, 35 Hope St
Brunswick, VIC 3056

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996