Content tagged Managers

Our Team

Thilini Ratnayake

Thilini Ratnayake

Thilini is a Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd
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Professional experience

Thilini has over 5 years of experience in the financial planning industry. Starting as a graduate Paraplanner, she has gradually progressed to the role of a financial planner. 

Thilini is authorised to provide advice in the following areas:

  • Basic deposit products 
  • Life insurance 
  • Government debentures, stocks and bonds
  • Managed investment schemes
  • Retirement Savings Accounts 
  • Superannuation
  • Self Managed Superannuation Funds
  • Aged Care Advice

Visit Nexia Melbourne Wealth Strategies for more information.
 

Qualifications

Bachelor of Commerce degree (Majoring in Accounting, Finance & Financial Planning)

Graduate Certificate in Financial Planning

Our Team

Alana Lopez

Alana Lopez

Alana is a qualified Financial Adviser of Edwards Marshall Financial Solutions.
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Professional experience

Alana specialises in providing personal insurance advice to clients to ensure that their lifestyle is financially protected in the event that they become sick or injured.

Client’s benefit from Alana’s strong understanding of the personal insurance industry and the products available. She is able to tailor a solution to her client’s needs taking into consideration their lifestyle, commitments and personal circumstances. 

Alana has been working in the financial planning industry since 2007, and specialising in personal insurance since 2009. She has comprehensive technical knowledge of life insurance products and an understanding of how different products and insurers will respond at time of claim. It is this insight which means that her clients are provided with a full wealth protection plan tailored to their individual needs which they can have confidence in should the need arise for them to make a claim.

Alana’s knowledge allows her to maximise the opportunities available to her clients taking into consideration their personal circumstances. She is a reliable asset to have on side should the need to make a claim arise. 

Alana Lopez is an Authorised Representative (No. 439 937) of Edwards Marshall Advisory Pty Ltd | AFSL 479 792.

Qualifications

Bachelor of Applied Finance

Diploma of Financial Planning 

Authorised Representative  of Lonsdale Financial Group

Skills

  • Financial Planning 
  • Personal Insurance
  • Wealth Protection Planning

 

News by Alana Lopez

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Adelaide Staff

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Our Team

Alanah Boylon

Alanah Boylon

Alanah is the Director in Superannuation, a specialist division within Business Consulting at Nexia Edwards Marshall.
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Professional experience

Alanah deals with all aspects of establishment, compliance and management of self-managed superannuation funds (SMSFs).

With nearly 20 years’ experience, including 16 years at Grant Thornton in the provision of taxation and accounting services for SMSFs, small-to-medium-sized businesses and professionals, Alanah now specialises in SMSFs and their tax implications.

Alanah uses her knowledge and skills to develop strategies and find solutions to complex issues involving superannuation and taxation.

Qualifications

Bachelor of Accountancy

Member of Chartered Accountants Australia and New Zealand

Chartered Tax Adviser of The Tax Institute

Skills

Superannuation

In recent years, superannuation has cast a shadow of doubt over many people’s plans for retirement. Alanah’s aim is to help clients feel confident about retirement and estate planning, rather than uncertain or fearful. Her extensive background in taxation means she can provide advice not only on superannuation but also on an entire group of entities – and, importantly, ensure the most tax-effective outcome.

Alanah is an expert in the field of excess contributions tax, Division 293 tax, pension arrangements and segregated funds. This expertise, coupled with her extensive knowledge of superannuation legislation, can assist a diverse range of clients.

Business Consulting

Before focusing on self-managed superannuation funds, Alanah delivered taxation and strategic business advice, specialising in assisting high-wealth investors, real estate agents, health professionals, not-for-profit organisations and primary producers.

Adelaide Staff

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Our Team

Darren Chinnappa

Darren Chinnappa

Darren is a SMSF specialist and Associate Director in Nexia Sydney's Superannuation division.
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Professional experience

Darren has been a member of the Superannuation Division at Nexia Sydney for over nine years. During this time, he has developed several areas of expertise including all aspects of superannuation and compliance (in particular SMSF’s), managing complex superannuation structural issues as well as retirement and estate planning.

Darren provides clients with tailored strategies and holistic financial advice specific to SMSF's, which ranges from the establishment of SMSF's to strategic advice around contributions/pensions.

Darren is a registered Chartered Accountant, who is authorised to provide superannuation advice under Nexia Sydney Financial Solutions Pty Ltd's AFSL.

Qualifications

Member of Chartered Accountants Australia & New Zealand

Chartered Accountant SMSF Specialist

Diploma of Financial Planning (DFP)

Certified Financial Planner

Bachelor of Commerce (Accounting and Finance)

Skills

 

News by Darren Chinnappa

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Sydney Staff

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