Sam Kodi
Director / Financial Adviser at Smart Adviser- Claim this Profile
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Sinhalese -
Topline Score
Bio
Dulsha Kularatna-Abeywardana
Sam Kodi and his team did a fantastic job in helping us secure our first home. They were so efficient in helping us secure the home we wanted only three weeks after we started looking to buy. Sam helped us get very good interest rates and was very fast every step along the way. His guidance was much appreciated for newbies like us. Thank you Sam Kodi and team! Looking forward to working with you in the future!
Astrid Iddamalgoda
Sam has been a great advisor and it's great to follow your career progression. Good luck
Dulsha Kularatna-Abeywardana
Sam Kodi and his team did a fantastic job in helping us secure our first home. They were so efficient in helping us secure the home we wanted only three weeks after we started looking to buy. Sam helped us get very good interest rates and was very fast every step along the way. His guidance was much appreciated for newbies like us. Thank you Sam Kodi and team! Looking forward to working with you in the future!
Astrid Iddamalgoda
Sam has been a great advisor and it's great to follow your career progression. Good luck
Dulsha Kularatna-Abeywardana
Sam Kodi and his team did a fantastic job in helping us secure our first home. They were so efficient in helping us secure the home we wanted only three weeks after we started looking to buy. Sam helped us get very good interest rates and was very fast every step along the way. His guidance was much appreciated for newbies like us. Thank you Sam Kodi and team! Looking forward to working with you in the future!
Astrid Iddamalgoda
Sam has been a great advisor and it's great to follow your career progression. Good luck
Dulsha Kularatna-Abeywardana
Sam Kodi and his team did a fantastic job in helping us secure our first home. They were so efficient in helping us secure the home we wanted only three weeks after we started looking to buy. Sam helped us get very good interest rates and was very fast every step along the way. His guidance was much appreciated for newbies like us. Thank you Sam Kodi and team! Looking forward to working with you in the future!
Astrid Iddamalgoda
Sam has been a great advisor and it's great to follow your career progression. Good luck
Credentials
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Full Licence
Financial Markets Authority - New ZealandDec, 2021- Oct, 2024 -
Top of the Table (2022)
MDRTJan, 2022- Oct, 2024 -
Transitional Licence
Financial Markets Authority - New ZealandJun, 2020- Oct, 2024 -
Court of the Table (2020-2021)
MDRTJan, 2020- Oct, 2024 -
Top of the Table (2016)
MDRTJan, 2016- Oct, 2024 -
Court of the Table (2015)
MDRTMar, 2015- Oct, 2024
Experience
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Smart Adviser
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New Zealand
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Financial Services
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1 - 100 Employee
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Director / Financial Adviser
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Aug 2016 - Present
Smart Adviser is an authorised financial advisory service specialising in mortgage and debt management; personal and business insurance; and investment and retirement planning. As the principal authorised financial adviser, my team and I work closely with our clients to set, plan, manage and assess progress towards agreed financial goals. Smart Adviser is an authorised financial advisory service specialising in mortgage and debt management; personal and business insurance; and investment and retirement planning. As the principal authorised financial adviser, my team and I work closely with our clients to set, plan, manage and assess progress towards agreed financial goals.
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Financial Advice New Zealand
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New Zealand
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Financial Services
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1 - 100 Employee
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Founding Member of Financial Advice New Zealand
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Jul 2018 - Present
Helping Kiwis Thrive In 2018, Financial Advice New Zealand was created by three founding bodies – the PAA, IFA and NZFAA. We represent the interests of the public and our members, and strive to help Kiwis, and New Zealand as a whole, be financially better-off. WE WORK TOWARDS OUR VISION BY… Representing the interests of the public: For Kiwis, you can count on us to make your interests the priority in any initiative, change or discussion. You can count on us to be the voice for quality advice; to support quality advisers; and to make a stand when your interests could be better served. Representing the interests of our members: For our members, you can count on us to champion the role of quality advice, and you – the individual that helps Kiwis thrive. You can count on us to invigorate pride and trust in your profession, and to drive widespread awareness of the value you offer. The most essential element of financial well being is quality financial advice. By helping advisers do what they do best, and helping more Kiwis access quality advice, together we’ll help New Zealand be financially better off. Show less
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MDRT
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United States
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Financial Services
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200 - 300 Employee
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Member | COT - 2015, TOT 2016, COT 2020-2021, TOT 2022
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Mar 2015 - Present
ABOUT MDRT Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit www.mdrt.org Show less
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mySolutions Ltd
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Telecommunications
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Member
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Aug 2016 - Present
The people at mySolutions are well-known and established leaders, trainers and mentors in the New Zealand life insurance industry. We combine the best ideas from industry experts with leading-edge technology to deliver services through a multitude of channels, augmented by the finest business coaches and mentors. We come from diverse professional backgrounds but have two things in common - we are all active advisers with our own practices, and we all care passionately about supporting advisers to grow their businesses and deliver the highest quality advice and service to their clients. MySolutions is a well-known national brand in the insurance industry that works collaboratively with over 140 advisers; using our skills, knowledge, diligence and experience to support consumers with the full backing of the financial services industry. This approach, along with a high commitment to on-going training and adviser development has enabled the associated advisers to be recognized as industry leaders. The philosophy of advisers working in conjunction with mySolutions is to specialise in risk management strategies that provide potential and existing clients the desired outcomes, should an unforeseen event occur. Your adviser will work closely with specialists (Accountants, Lawyers, Fire and General Insurance Advisers, Business Coaches, Mortgage Advisers etc) to ensure that you receive quality advice in all of these areas. Show less
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BoB Clubs International
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Advertising Services
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1 - 100 Employee
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Area Cordinator of the Bucklands Beach - BoB Club
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Feb 2015 - Feb 2017
Business over Breakfast (BoB) is a networking initiative that connects like-minded business people and creates a casual and effective forum for helping professionals share their value and empower others to become their advocates. I’m proud to be the Area Coordinator – a role I took on in early 2015. I support our local networking group stay connected, maintain momentum and grow our membership base of aligned professionals. Business over Breakfast (BoB) is a networking initiative that connects like-minded business people and creates a casual and effective forum for helping professionals share their value and empower others to become their advocates. I’m proud to be the Area Coordinator – a role I took on in early 2015. I support our local networking group stay connected, maintain momentum and grow our membership base of aligned professionals.
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Apex Advice Group
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New Zealand
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Financial Services
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1 - 100 Employee
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Director - Apex Life Limited
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Apr 2015 - Jul 2016
As a highly experienced and trusted financial advisor, I’m passionate about helping clients grow and protect their wealth. Rather than work with multiple providers who offer disconnected advice, my services give them the rare benefit of managing their investments, insurances and mortgages through one person. In this way, I ensure every move they make is aligned to their overall financial goals. Clients gain an integrated plan, eliminating unnecessary extra fees in the short-term and setting them up for retirement.I’m here to help my clients get ahead through carefully planned financial growth solutions, and stay ahead through smart wealth protection solutions. My role is to take the stress and pressure off them so they can focus on their work, families and enjoying the lifestyle they want. Show less
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Senior Financial Adviser
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Nov 2012 - Apr 2015
As a Senior Financial Adviser at Apex, I developed growth and risk management strategies for my clients. My role involved looking after full financial planning and investment planning services including investments, retirement planning, and personal and business risk management. A central part of my work was to help clients pay off debt faster, including structuring their mortgage to suit their lifestyle and long-term goals.
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Wealth Manager
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Mar 2010 - Nov 2011
I provided comprehensive financial planning services and managed key client relationships with high net worth individuals across a $50 million portfolio on behalf of the Central Auckland Commercial Banking team. I was proud to be awarded Wealth Manager of the Year for 2010/2011 for the bank’s New Zealand operations. A key part of my role was training and mentoring staff in wealth business strategies and techniques for generating quality leads and referrals. I provided comprehensive financial planning services and managed key client relationships with high net worth individuals across a $50 million portfolio on behalf of the Central Auckland Commercial Banking team. I was proud to be awarded Wealth Manager of the Year for 2010/2011 for the bank’s New Zealand operations. A key part of my role was training and mentoring staff in wealth business strategies and techniques for generating quality leads and referrals.
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Westpac
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Australia
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Banking
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700 & Above Employee
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Branch Wealth Specialist
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Apr 2007 - Feb 2010
Awarded as a Platinum Achiever with the bank, my core services revolved around investment advice and wealth management solutions for clients. This included effectively managing new and existing relationships with internal and external clients. I was involved in coaching and motivating branch staff to generate new and extended business and encourage greater referral business. I also worked with our senior team to develop new and highly successful business development strategies for the branch. Within months of joining the bank, I was quickly achieving positive results to the highest compliance standards. Show less
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MARAC Finances Limited
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India
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Financial Services
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Advance Officer - Property & Commercial Finance
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Apr 2006 - Apr 2007
Here I gained my initial experience as a mortgage services officer supporting the Property Finance division. I managed transactions ranging from $2 million to more than $25 million and cultivated a strong network in the finance industry in New Zealand. Here I gained my initial experience as a mortgage services officer supporting the Property Finance division. I managed transactions ranging from $2 million to more than $25 million and cultivated a strong network in the finance industry in New Zealand.
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NDB Bank
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Sri Lanka
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Financial Services
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1 - 100 Employee
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Assistant Vice President - Head Privilege Banking
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2003 - 2006
At NDB Bank, I first developed my skills as a senior manager, building relationships and developing business with high net worth individuals such as business owners, CEOs, professionals, sportspeople and more. At NDB Bank, I first developed my skills as a senior manager, building relationships and developing business with high net worth individuals such as business owners, CEOs, professionals, sportspeople and more.
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Relationship Manager - Private Wealth
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1993 - 2003
At Deutsche Bank, I managed the relationships with several of our high net worth clients including supporting the broader business development activities of the bank. At Deutsche Bank, I managed the relationships with several of our high net worth clients including supporting the broader business development activities of the bank.
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Education
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2011 - 2011
Financial Markets Authority NZ
Authorised Financial Adviser (AFA),The National Certificate In Financial Services (FINANCIAL ADVISE) -
2014 - 2014
Sovereign
Business Insurance Accreditation -
2012 - 2012
Kaplan Professional - Australia
Insurance & Risk Protection, Acrredited to provide Advise -
1997 - 2000
University of Houston - USA
Master of Business Administration (MBA), Business Administration and Management, General -
1984 - 1991
Royal College, Colombo, Sri Lanka
Community
