Fresh perspectives on wealth

Qualifications

SMSF Specialist Advisor ™; Advanced Diploma in Financial Services (Financial Planning); Listed Securities Accreditation; Bachelor of Business in Accounting & Economics.



Liam’s role

Liam gives strategic tailored advice on areas such as business planning, investments, superannuation, retirement planning, risk insurance, aged care and estate planning. Liam’s passion is Self-Managed Superannuation Funds, Family Trusts and small business advice, working closely with client’s accountants and legal advisors to provide a focus on their future objectives and dreams.

James is passionate about, building the next generation financial advice practice of tomorrow, in order to help people create, enjoy and protect their wealth.  As a long-term entrepreneur, business adviser and investor he has helped build, manage, grow and sell numerous successful businesses and now wants to help Sonas Wealth deliver best in breed advice and service.

Daniel's expertise lies in his ability to navigate his clients through the minefield of modern day finance from first job to retirement and help them with insurances to protect their family.

He can advise a range of clients Online or via offices in Castle Hill & Windsor and by appointment in the Sydney CBD.

Fiona has been the technical mastermind behind the quality advice plans and service provided to our clients over the years as Paraplanner, then moving up to Adviser and Technical Manager before assuming the role of Operations Manager in 2023.