Ishara_Rupasinghe_Director_Family_Wealth_Management_team

Ishara Rupasinghe

Director

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.

Should I stay in my defined benefit super fund?

Ishara Rupasinghe, Director

Not many people would pass on a guaranteed lifetime pension. That’s what’s on offer with many defined benefit funds― often referred to as public...Read more

Why super is still super – strategies for tax-effective investing

Ishara Rupasinghe, Director

It wasn’t long ago you could salary sacrifice much larger amounts into super each year. But now, with the annual concessional contribution limit set...Read more

Boost your super and manage CGT shares

Ishara Rupasinghe, Director

For those who are recently retired, or close to it, and hold shares outside of super, they often wish for a way to get them into super without incurring a...Read more

What the Budget update on housing affordability means for you

Ishara Rupasinghe, Director

Buying your first home, no matter how old you are at the time, is a big achievement. Among a raft of initiatives designed to tackle housing affordability in...Read more

Downsizing the family home and when to look for a new place

Ishara Rupasinghe, Director

Downsizing your home can be a difficult decision and is prompted for many different reasons: it may be the kids moving out, the opportunity to travel or...Read more

Education seminars – your wealth, your way

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Need more information?

It’s important to have the knowledge you need to make an informed and confident decision about your retirement savings.

To help you explore your options, talk to one of our directors.