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Nayoni Frazer

@nayonifrazer

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Financial Planning Executive with a strong background in accounting.

Sri Lanka

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What I'm looking for

I seek a dynamic organization that fosters professional growth and skill development.

I am a dedicated Financial Planning Executive at AIA Insurance, where I leverage my skills in financial analysis and client consultation to provide tailored financial solutions. My academic background includes a Bachelor of Business Administration (Honours) in Accounting from the University of Colombo, which has equipped me with a solid foundation in financial principles.

Throughout my career, I have gained valuable experience as a trainee at People's Bank of Sri Lanka, where I was responsible for preparing daily cash flow statements and managing customer accounts. My commitment to excellence is reflected in my achievements, including winning competitions in both Tamil Day and Commerce Day, as well as my active participation in various extracurricular activities.

Experience

Work history, roles, and key accomplishments

Current

Financial Planning Executive

Current

AIA Insurance

Currently working as a Financial Planning Executive, contributing to client financial strategies. Responsible for developing and implementing financial plans to meet client needs.

Financial Planning Client Relations Investment Strategies Risk Management Financial Analysis Communication Problem Solving

Intern

Sri Lanka Tourism Promotion Bureau

Jul 2024 - Nov 2024 (4 months)

Engaged in an internship to support tourism promotion initiatives. Assisted with various projects aimed at enhancing the visibility and appeal of Sri Lanka as a tourist destination.

Research Communication Event Coordination

Education

Degrees, certifications, and relevant coursework

Institute of Chartered Accountants of Sri Lanka

Business Level, Accounting

Currently reading for the ICASL Business Level qualification at the Institute of Chartered Accountants of Sri Lanka. This program focuses on advanced accounting and business principles.

University of Colombo

Bachelor of Business Administration (Honours), Accounting

Pursued a Bachelor of Business Administration with Honours in Accounting. Focused on core business principles and financial management.

Unknown School

G.C.E (A/L) Examination, Commerce Stream

Grade: 2A, B (Accounting - A, Business Studies - A, ICT - B, General English - S)

Completed the G.C.E (A/L) Examination in August 2019, specializing in the Commerce Stream. Achieved grades of 2A, B in Accounting, Business Studies, and ICT, and a S pass in General English.

Unknown School

G.C.E (O/L) Examination, General Studies

Grade: Pass in Mathematics, Religion, ICT, History, Science, Commerce; B in Tamil, Music; C in English

Completed the G.C.E (O/L) Examination in December 2016. Achieved passes in Mathematics, Religion, ICT, History, Science, and Commerce, a B pass in Tamil and Music, and a C pass in English.