Kanishka Ekanayake

Client Service Associate

Contact
646 201 4865 info@planfirstwealth.com
Qualifications

Career history

Kanishka began his career in financial services after completing his degree in Business and Commerce (Economics and Management) at Monash University.

Next, Kanishka joined Planlogic, holding various roles in analysis, leadership, and operations. Working closely with financial advisers, he supported investment strategy development and ensured recommendations were aligned with client objectives and industry regulations. Kanishka also set up the company’s operations in India, where he lived for three months, and oversaw the launch of an SaaS product to market.

Kanishka’s expertise sits at the intersection of financial services, operations management, and technology. He has experience conducting in-depth financial analysis, improving workflows, implementing CRM and SaaS integrations, and building scalable systems to enhance client service delivery. He’s also played a key role in product rollouts, roadmap planning, and translating business requirements into technical execution.

Kanishka specialises in working with financial advisory practices and wealth management firms, particularly those looking to improve operational efficiency, strengthen compliance processes, and enhance the quality of advice delivery. His background allows him to understand both the technical financial aspects of advice and the operational structure required to support advisers effectively.

Kanishka brings a structured, analytical approach, combined with hands-on leadership experience. He’s passionate about building systems that allow advisers to focus on delivering high-quality outcomes for their clients.

Professionally...

The proudest moment of my career was…

Progressing from an analyst role into leading client service teams at Planlogic, where I was trusted to manage key advisory relationships and ensure consistent, high-quality delivery across multiple practices. Being able to support both advisers and clients while maintaining strong service standards was something I’m particularly proud of.

The three things I love most about my job are…

Supporting clients through important financial decisions and ensuring they feel confident and well looked after; bringing structure and organisation to processes so everything runs smoothly and efficiently; and working closely with advisers and being part of a collaborative team focused on delivering high-quality outcomes.

The types of people I most enjoy working with are…

Detail-oriented professionals who value clear communication, collaborative team members who support one another, and clients who appreciate proactive, reliable service.

Away from the desk…

Outside of work, Kanishka spends most of his time with family and close friends. He prioritises staying active – he regularly works out, enjoys playing sports, and tries to maintain a healthy lifestyle through balanced nutrition.

Kanishka is also a big sports fan and loves watching games whenever I can. He’s a huge foodie and enjoys exploring different cuisines, whether that’s trying new restaurants or discovering local spots when I travel.

Kanishka has lived across four countries so far in his life, for either studies or work: Dubai, Malaysia, Sri Lanka, and India. Despite coming from an island (Sri Lanka), he doesn’t know how to swim…

Personally...

On an ideal weekend, you can find me…

Starting the day with a workout, trying a new restaurant, and then watching a game over drinks with friends.

My favourite holiday destination is…

Malaysia. I went to university there and had the best four years.

My favourite song to play in the car is…

Depends on the mood – usually some J. Cole or pre-2008 Kanye.

The first album I bought was…

Linkin Park’s Meteora.

If I could be any fictional character, I would be…

Iron Man.

If I could turn any activity into an Olympic sport, I would win a medal in…

Competitive planning.

When the dessert menu arrives, I’m looking for…

Without doubt, cheesecake.

The three qualities that draw me to new people are…

Drive, authenticity, and a good sense of humour.

My pet peeve is…

Those who treat support staff poorly.

The three people at my dream dinner party would be…

Steve Jobs, Michael Jordan, and Will Ferrell.

The three small things that make my day better are…

Quality time with my girlfriend, crossing everything off my to-do list, and having an hour or two of me-time, usually spent gaming or watching something.

Three things I haven’t done so far include…

Learning to swim, visiting South America, and skydiving.

Meet the rest of us

Qualifications

  • Bachelor’s of Business and Commerce

Qualifications

  • Bachelor’s of Business and Commerce

Two simple ways to reach us

Whether you’re ready to begin or want some more information first, we’ve got you covered. Choose the option that suits you best below.

Schedule my call
646 201 4865
Greenwich, CT

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