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Ashoka Herath
Co-Founder/ Financial Strategy Partner
With 16 years of experience in the banking and insurance industry, I bring a wealth of knowledge to my role as a Co-Founder/ Financial Strategy Partner at Advisory Window. Before joining the team, I worked at Fidelity Life from 2018 to 2021 as a Case Management Support in the Claims team. Prior to that, I spent seven years at Union Assurance in Sri Lanka and also gained valuable experience at Bank of Ceylon, further strengthening my expertise in the industry.
I have a strong educational background in insurance and finance. I hold a Bachelor’s degree in Banking and Finance from Sri Lanka and have completed a Diploma in Insurance from the Sri Lanka Insurance Institute. Additionally, I pursued further studies with the Chartered Insurance Institute (UK) up to the Diploma level. After moving to New Zealand, I completed a Postgraduate Diploma in International Business at Nelson Marlborough Institute of Technology.
Beyond my professional life, I am a proud mother of two wonderful girls. At Advisory Window, I manage the majority of loan applications, ensuring a seamless and efficient process for our clients.