CFP®, BEng(Hons), BCom, GradDipFP
Ishara Rupasinghe is a director of the Family Wealth Management team in Canberra, committed to supporting clients in making the right financial strategy decisions to help them achieve their financial goals.
With specialist knowledge in a range of pre and post-retirement strategies, including tax-effective wealth building and defined benefit super schemes, Ishara says, “getting the right advice and sensible planning ahead of time can make a world of difference to a person’s financial future.” Ishara is a strong believer that the firm’s broad range of capabilities and personalised approach, whatever the life stage of the client, is what gives Dixon Advisory the leading edge.
Ishara is also a regular media commentator having featured as a personal finance expert on national TV, radio and print media. She says, “Communication is key. As a trusted expert, it is our duty to educate our clients so that they feel empowered to make better financial decisions not just now but into their future.”
Prior to her tenure at Dixon Advisory, Ishara worked for the Commonwealth Public Service across several departments. She was attracted to work at the firm for the personal contact she has with her clients and the ability to work with them one-on-one to help them achieve their financial goals.
Ishara has completed a Graduate Diploma in Financial Planning from Kaplan Professional Australia and has also attained her Certified Financial Planner® accreditation from the Financial Planning Association. She also holds both a Bachelor of Engineering with Honours and a Bachelor of Commerce from the Australian National University.