Sali De Silva

Sali De Silva

  • Associate Partner | Financial Planning
  • Melbourne
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Sali has almost 15 years of experience in financial planning and wealth management. He commenced his career at Shadforth working with high- and ultra-high-net-worth individuals primarily on their investment management needs. He later worked in NAB’s financial planning division.

Sali joined BG Private in 2014 as a Paraplanner and was made Associate Partner in 2023. He is integral to our Financial Planning division.

Highly experienced in navigating the complex structures and needs of high-net-worth individuals and families, he considers all aspects before providing each client with a bespoke solution. To get the best possible results and to anticipate future needs, he prides himself on developing an intimate knowledge of each client’s entire personal and financial situation. Sali is known for his attention to detail and personalised solutions. He is friendly, confident and discreet.

Sali also helped establish Platinum – our wholesale offering for sophisticated investors who are looking for a broader range of investment opportunities.

In his spare time, Sali loves hiking in the Yarra Valley and stopping off at a winery or two along the way.

Contact Sali De Silva on +61 3 9810 0700 or

Financial Services Guide and Advisor Profile

Qualifications

  • Master of Professional Accounting
  • Past Finalist of the Chartered Institute of Management Accountants (UK)
  • Level 1 of the Chartered Financial Analyst (CFA)

Highly regarded in

  • Specialist investment advice
  • Complex strategic advice

Specialisations

  • High-net-worth individuals and families
  • Sophisticated, wholesale investors