Shehan Sandeepa is a Paraplanner at MWWM Group, supporting advisers with high quality financial planning research, modelling, and strategy development. He brings more than four years of experience in the Australian financial planning industry, with a strong focus on improving advice workflows, strengthening compliance outcomes, and enhancing the overall client experience.
Shehan’s background includes paraplanning and advice associate roles across several financial services organisations, where he developed expertise in superannuation and SMSF, retirement strategies, risk management, investment research, estate planning, and the preparation of SoAs and RoAs. He has also contributed to workflow system development, audit preparation, product provider management, and advanced financial modelling using Xplan and MidWinter.
Known for his analytical mindset and commitment to supporting advisers, Shehan helps create holistic advice outcomes that uncover opportunities and deliver meaningful value to clients.
