This has been a month filled with excellent news! We are proud to announce that our paraplanner, Thusha Thurairatnam, has passed her CISI Level 7 Advanced Diploma in Financial Planning, making her the fifth member of the Wealth Matters team to have done so.

Thusha has put in over 200 hours of study, culminating in a case study exam which she called “one of the hardest exams [she has] done”.

“The case study involves looking at all areas of financial planning for a client and ensuring there is a plan to meet all client’s goals in order of priority”, she explained.

“In summary, it was a very complex puzzle that needed to be solved, so that the client could be financially independent. Having gone through the certification, I feel I’m now really well placed to look at client’s financial goals even more holistically and have the confidence to come up with creative solutions after having discounted other options.”

Huge recognition also goes to Carmen Bacaoanu, our Head of Paraplanning, for supporting her through the course, having been through it herself several years ago.

Carmen told us:

“I’m incredibly proud of Thusha for achieving her Level 7 certification. This is a testament to her commitment to grow professionally and deliver the highest standard of service and expertise to our clients.

Attaining this level of excellence in the financial planning community does not come without sacrifices. It was a privilege to support Thusha on her journey and I applaud her resilience and determination.

When I think of Thusha one thing comes to mind: the sky’s the limit.”

Congratulations, Thusha!