Sonali Rodrigo
Senior Financial Advisor at Tomorrow Financial Solutions- Claim this Profile
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Sinhalese Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Sarah Kelly
I worked with Sonali during her time at Jensen Financial Planning. I found Sonali to be a friendly, co-orperative co-worker and team member. She was extremely knowledgable and diligent at her job. Often during busy times she was able to complete multiple tasks such as SOA's, trades etc with a high attention to detail in a quick and efficient manner. I have no hesitation in recommending Sonali she would be an asset to any company she works for.
Sarah Kelly
I worked with Sonali during her time at Jensen Financial Planning. I found Sonali to be a friendly, co-orperative co-worker and team member. She was extremely knowledgable and diligent at her job. Often during busy times she was able to complete multiple tasks such as SOA's, trades etc with a high attention to detail in a quick and efficient manner. I have no hesitation in recommending Sonali she would be an asset to any company she works for.
Sarah Kelly
I worked with Sonali during her time at Jensen Financial Planning. I found Sonali to be a friendly, co-orperative co-worker and team member. She was extremely knowledgable and diligent at her job. Often during busy times she was able to complete multiple tasks such as SOA's, trades etc with a high attention to detail in a quick and efficient manner. I have no hesitation in recommending Sonali she would be an asset to any company she works for.
Sarah Kelly
I worked with Sonali during her time at Jensen Financial Planning. I found Sonali to be a friendly, co-orperative co-worker and team member. She was extremely knowledgable and diligent at her job. Often during busy times she was able to complete multiple tasks such as SOA's, trades etc with a high attention to detail in a quick and efficient manner. I have no hesitation in recommending Sonali she would be an asset to any company she works for.
Credentials
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CPA
CPA Australia -
Certified Book-Keeper
International Association of Book-Keeper UK -
Chartered Management Accountant
The Chartered Institute of Management Accountants UK -
Diploma of Financial Services ( Financial Planning)
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Experience
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Tomorrow Financial Solutions
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Australia
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Financial Services
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1 - 100 Employee
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Senior Financial Advisor
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Jan 2018 - Present
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The Advice Exchange
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Financial Services
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1 - 100 Employee
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Head of Technical and Corporate Governance
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Feb 2016 - Aug 2018
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Head of Technical
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Apr 2015 - Feb 2016
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Jensen Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Technical Manager / Para Planner
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Oct 2011 - Mar 2015
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Financial Planner
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Apr 2007 - Sep 2011
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Banker
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Jun 2004 - Dec 2006
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Education
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Methodist College