ABOUT SONAS WEALTH
Fresh perspectives on wealth.
We're here to help you live the life you want — today, and for every chapter that follows.
— We're Here To Help You —
A Lifetime of Advice.
"Designed for you to live the life you want."
Your journey can be quite complex — depending on your circumstances, we offer comprehensive advice or can provide sound strategies across life events affecting you, such as starting a family, redundancy, inheritance or retirement.
At Sonas Wealth we understand that everyone is different. We customise strategies that suit you and your life — what we call our Lifetime of Advice.
After we help you discover what you want, we work together to find the very best way of achieving it.
What we stand for.
The principles that shape every conversation we have.
Trust
We earn it through honesty, transparency, and turning up, year after year and for the families we serve.
Clarity
Complex matters made simple. No jargon, no hidden corners — just considered advice you can act on.
Care
We treat your money like it's our own — with the long view, the steady hand, and the personal touch.
— Our People —
Meet the Team.
Behind every plan is a small, considered group of advisors and specialists. Get to know the people who'll be sitting across the table from you.
Managing Director
Liam (William) Shorte
Financial Planner & SMSF Specialist Advisor™ (FSSA)
Liam's Role: "The SMSF Coach"
Qualifications
SMSF Specialist Advisor™ · Advanced Diploma in Financial Services (Financial Planning) · Listed Securities Accreditation · Bachelor of Business in Accounting & Economics
Liam gives strategic tailored advice on areas such as business planning, investments, superannuation, retirement planning, risk insurance, aged care and estate planning. His passion is Self-Managed Superannuation Funds, Family Trusts and small business advice — working closely with clients' accountants and legal advisors to focus on their future objectives and dreams.
Liam is the adviser other advisers go to with SMSF complex cases. He has been SMSF Adviser of the Year too many years to count.
Senior Financial Planner
Damian Hearn
Senior Financial Planner & SMSF Specialist Advisor™ (SSA)
Damian's role: "The Technical Strategist"
Qualifications
SMSF Specialist Advisor™ · Advanced Diploma in Financial Planning · Bachelor of Commerce
Damian is known for turning complexity into clarity. He works with individuals and families who want clear, practical advice in areas where rules and structures make decisions more complicated. His technical background and experience working in technical and strategic roles across the industry give him a deep understanding of the rules, laws and regulations that underpin financial planning today.
As a SMSF Specialist Advisor™, Damian has particular expertise in superannuation and self-managed super funds — ensuring structures, investments and retirement strategies operate efficiently while supporting broader family and wealth planning goals.
At Sonas Wealth, Damian works collaboratively with clients to develop strategies that support long-term financial security, retirement outcomes and the effective management of family wealth.
You can see the booking options for a meeting with Damian here →
Provisional Financial Advisor
Cameron Holdsworth
Provisional Financial Advisor & SMSF Specialist Adviser™ (SSA)
Cam's role: "The Super Navigator"
Cam's expertise lies in his ability to navigate his clients through the minefield of modern-day finance — from their first job to retirement, while helping them with insurances to protect their family.
As a SMSF Specialist Adviser™, Cam has the expertise in superannuation and self-managed super funds to guide clients on what will be the best option to meet their goals and objectives. He works closely with clients to ensure they understand the options available — guiding them on the investment mix that suits their risk tolerance and helps them retire earlier, on their terms.
Cam advises a range of clients — online or via offices in Castle Hill & Windsor, and by appointment in the Sydney CBD.
You can see the booking options for a meeting with Cameron here →
Operations Manager
Fiona Johnson
Operations Manager
Fiona is the technical mastermind behind the quality advice plans and service provided to our clients. Over the years as Paraplanner, she moved up to Adviser and Technical Manager before assuming the role of Operations Manager in 2025.
Her depth of experience and meticulous eye for detail mean every plan that leaves Sonas Wealth has been considered from every angle.
25+
Years of Experience
4
Trusted Advisors
2
Office Locations
∞
Families Served
Plan for tomorrow.
We're ready to help you design and implement your own personalised plan — in place now.