1300 240 847
info@quaywealth.com.au
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Charith Rodrigo

Partner, Private Wealth

BComm, ADFP

Charith is a qualified Financial Adviser with experience in financial services spanning over 15 years. He commenced his education with a bachelor’s in commerce (Finance) at Griffith University and moved on to completing his Advanced Dip in Financial Planning.

His area of expertise are superannuation, personal Insurance and risk, tax efficient wealth creation, investment portfolio construction and management, Self-Managed Superannuation strategic advice and management, corporate and trust structure advice and retirement planning.

Charith firmly believes in providing open, honest, and accurate advice to clients based on their individual needs and goals. His philosophy to financial planning is in partnering with individuals at an early stage of their careers enabling them to have financial security throughout the entirety of life, not just in their twilight years.

 

Get in Touch
Call 1300 240 847
Our Location

Brisbane Office: Level 1, 1024 Ann Street, Fortitude Valley QLD 4006

Sydney office: Level 5, 2 Bond Street, Sydney NSW 2000

 
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Quay Wealth Management Pty Ltd ABN 97 654 671 879  (trading as Quay Wealth Management) is an Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL Licence No 229892 

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Quay Wealth Management strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Quay Wealth Management  website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.