Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Fund Specialist
  • Chartered Financial Consultant

Education

  • LLB - Bachelors in Law University of Ceylon Colombo Sri Lanka 1972
  • Postgraduate Diploma In Management (DMS) United Kingdom

Interests

  • Tennis - either watching or playing
  • Gourmet cooking and fine wines - Love cooking Eastern European and Mediterranean dishes; paired with French Champagne and wines
  • Reading - British Royalty and Crime fiction
  • Home improvement projects -2013 accomplishment kitchen cabinet makeover. Project for 2014 bathroom wall tiling.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016

Professional associations

  • Financial Planning Association
  • Million Dollar Round Table

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.