PARAPLANNER
ACHINI JAYAKODY
Office Location
Hertfordshire
I am a Paraplanner with over six years of experience in wealth management and more than 25 years in the wider financial services industry. I joined DGS in January 2025, providing paraplanning support to our Director, Steve Piacenti, and helping deliver tailored financial planning solutions to our clients.
About Me
My career spans Wealth Management, Retail, and Business Banking across the UK, UAE, and Sri Lanka. I began my wealth management journey with St. James’s Place and previously spent five years at Nationwide Building Society, where I particularly enjoyed supporting customers. My expertise lies in delivering comprehensive financial planning solutions, with a focus on creating clear, effective, and client-centred strategies. I am currently working towards a Level 4 Diploma in Financial Planning to further enhance my knowledge and skills.
Academically, I hold an MSc in International Finance and Banking as well as an MBA in International Business, and I have completed several ACCA modules. My key strengths include analytical thinking, attention to detail, and a solid understanding of regulatory and compliance requirements.
- Paper F1: Accountant in Business.
- Paper F2: Management Accounting.
- Paper F3: Financial Accounting.
- Paper F6: Taxation (UK)
- Paper F7: Financial Reporting (International)
- CeMAP Level 1
- MSc International Finance and Banking – Commendation Research Area – Liquidity Risk Management in Banking
- MBA – International Business