Rojitha Jayawardana

WealthyMe

Bronze
1 Yr Experience
West Melbourne, VIC 3003

I’m a financial adviser with over seven years of experience helping high-net-worth individuals, families, and professionals simplify financial complexity and take control of their wealth.

My expertise spans superannuation (including SMSFs), tax-effective investment strategies, estate planning, risk protection, trust and company structures, private ancillary funds, debt management, margin lending, and financial markets.

I specialise in bespoke portfolio construction and active investment management, building tailored strategies that align with each client’s goals, values, and risk appetite. My advice goes beyond investments—by taking a holistic approach, I help clients structure, protect, and grow their wealth across generations.

Whether you're a time-poor professional, a family planning for succession, or an investor navigating complex financial structures, I provide strategic guidance with clarity and confidence—backed by deep technical insight and a long-term mindset.

Feel free to connect or reach out if you'd like to have a confidential conversation about your financial goals

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.88
  • Number of reviews 2
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

WealthyMe

Suite 3, 58 Abbotsford St
West Melbourne, VIC 3003

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Charter Financial Planning

AFSL 234665