SI
Shavinya Illankoon
Ongoing Advice Lead at Planlogic
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Work Experience
Apr 2023 - Present · 1 years and 8 months
Ongoing Advice Lead
Jan 2024 - Present · 11 months
Trainer (Basic & Cso Training)
Jul 2023 - Present · 1 years and 5 months
Senior Analyst - Reviews
Apr 2023 - Jan 2024 · 9 months
Company Details
51-200 Employees
Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia. Our suite of offerings spans paraplanning, ongoing review support, product recommendation implementation and strategy consulting for advice-focused businesses. Over the span of a decade, we have perfected the art of creating SoAs by delivering more than 25,000 documents to over 150 advisers from our offices in Australia and Sri Lanka. We leverage tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger, more meaningful relationships with their clients. Supporting our advisers allows us to live by our mantra of 'enabling people to achieve financial freedom and live their best life'.
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Suite 71 20-40 Meagher Street Chippendale, NSW 2008, AU
Keywords
Financial ServicesParaplanningFinancial Admin ServicesSoA WritingAdviser ServicesDigital Marketingand Ongoing Advice Solutions
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