Sheshan Wickramage

Wick Financial

Gold
8 Yrs Experience
Scoresby, VIC 3179

Sheshan Wickramage is a financial planner driven by one clear purpose: to help people build, protect, and successfully pass on their wealth.

His approach to advice is deeply personal. Coming from a family that built significant generational wealth, only to lose it entirely due to a lack of structure, succession planning, and professional guidance, Sheshan understands the real cost of getting it wrong. Combined with his early career in investment banking and exposure to family offices globally, this experience shaped his commitment to providing the clarity, strategy, and protection that successful individuals and families need to secure their legacy.

He founded Wick Financial to be the adviser his own family never had.

This commitment led to the creation of the Wick Private Wealth Program, which was recognised with the IFA Innovator of the Year award. The program is built on the belief that true financial success requires more than investment management. It requires a structured pathway that blends behavioural coaching, mindset development, and strategic planning.

At Wick Financial, Sheshan focuses on two core areas:

1. The Wick Private Wealth Program: Helping clients transition from building strong financial foundations to achieving genuine financial freedom.

2. Generational Legacy and Family Office Services: Helping high-net-worth families protect their assets and successfully transfer wealth to the next generation.

His advice is guided by two practical frameworks. The MAP framework (Mindset, Action, Plan) ensures clients act with clarity and accountability. The CRIT framework (Cashflow, Risk management, Investment, and Tax planning) provides the structure for a sustainable, well-rounded financial plan.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Wick Financial

Waterman Business Centre, 44 Lakeview Dr
Scoresby, VIC 3179

Opening hours

  • 10:30am – 7:00pm Monday – Friday

Meeting methods

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

Licensed by

Lifespan Financial Planning

AFSL 229892