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Shun Tharmenthran

Subject Matter in Financial Product Comparison and Reporting

Shunraj (Shun) Is our Specialist Paraplanner and plan writer and assists Mick and his team with converting his strategies and subject matter expert comprehensive advice to a consistent and easy-to-follow complete document.

 

Shun helps our clients with:

  • Reviewing our advice with an independent mindset.

  • Double-check if our advice set out to demonstrate is in the best interest of the client.

  • Complete due product diligence and provide with up-to-date market insights, product cost, and investment comparisons.

  • Write out our advice in plain English and as concisely as possible tailored to each client's unique needs and goals.

A Bit About Shun

Shun is an associate member of the Chartered Institute of Management Accountants (CIMA- UK).

He has 9 years of total experience in both accounting and paraplanning. (3 Years in Paraplanning).

Has worked with several advisers & dealer groups across different regions within Australia and produced over 400 financial plans, including over 150 for Independent Advisers WA over the last 4 years.

More information

Education

Qualifications

Former Activities

Other Activities

  • CIMA 

  • University of Peradeniya

  • Associate Member, Accounting and Business Management

  • BSC, agriculture technology and management, 

  • Applied economics and business management

  • Manager - Paraplanning Operations Manager - Paraplanning Operations

  • Analyst - Financial Strategy

  • Associate - Financial Strategy

  • Business Expansion and Cost Controller - Lovely Flowers (Pvt) Ltd 

  • Senior Analyst - HSBC · Full-time

  • Account Executive - Deloitte

  • Account Executive - IBM · Full-time

Outside of work Shun Likes to Travel with family and friends, exploring different cultures, experience and embarking on Adventures. He dedicates his time to the people who matter the most in his life. Spending quality time with his daughter is one of his favourite ways to unwind and recharge.

At work he loves working with a diverse range of clients which provides him with a unique perspective and a deep understanding of the importance of financial planning and the significant impact it can have on their lives.

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