Financial Planning

Our focus in financial planning is to ensure we understand you and know the experiences that have shaped you.

This will be a key foundation to building the strategies required to look after you and your family.

We help and encourage our clients to achieve a “way of living” not rather than wait for retirement. The mind never retires! So let's start living the way you want.

We advise on:

  • Cash-flow management
  • Estate planning
  • Superannuation
  • Investing
  • Protection through insurance
  • Debt & Finance Options
  • SMSF Setup and Management

Certified Financial Planner

Synergy Financial Services Group

Current Authorised Representatives

Shanaka De Silva (CFP) - Certified Financial Planner

Shanaka brings over 20 years experience to Synergy as the Business Owner with extensive knowledge as a Certified Financial Planner. As a family man, Shanaka knows the feeling of responsibility and the importance of taking care of people. Besides Shanaka's family, his clients are his number one priority providing strategic advice for business and personal clients along with advice on self-managed super funds. The strength of his advice is the ability to connect with the client far beyond the numbers and build plans for a way of life.

Nothing is more important for Shanaka than time with Juliet and Tia and those close to him. Cooks a mean curry, enjoys time on the golf course and travelling to his place of peace, Hawaii regularly. Shanaka is also a proud Parramatta Eels supporter.

Credentials:

  • CFP- Certified Financial Planner
  • SMSF Specialist Accreditation
  • Bachelor of Commerce
  • Diploma of financial Planning
  • Over 20 Years’ Experience within the Industry

Synergy Financial Planning PTY LTD ABN: 53 090 785 694 trading as Synergy Financial Planning is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706

General advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Collection Statement
Your privacy is important to us and AMP Financial Planning Pty Ltd, which is part of AMP. You may request access to your personal information at any time by calling us on 02 4732 6555 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Logo

Liability Limited by a scheme approved under Professional Standards Legislation

We're Social

Find us

Unit 9, 86 Henry Street
Penrith NSW 2750

Phone: (02) 4732 6555
Fax: (02) 4732 4408

Contact Us