About Me

I am a Financial Planner and SMSF Specialist Advisor (FSSA) running a self-owned practice, Sonas Wealth. I have been providing financial advice and coaching to clients since 2004 having worked in financial services since 1991. I write a popular "The SMSF Coach" blog at www.smsfcoach.com.au and am also on the Board of Directors of the SMSF Association. I believe in working with clients to take back control of their finances inside and outside Super so they can plan for a lifestyle they want now and into the future while taking full advantage of the structures and strategies available to maximise their family wealth. I specialise in giving advice in the following disciplines: - Wealth Creation - Retirement Planning - Self Managed Super Funds - Personal Insurances - Succession Planning - Estate Planning - Direct Equities Our firm regularly runs seminars to educate clients and especially SMSF Trustees on their duties and strategies available to them.Liam holds the following qualifications : - B.Bus in Accounting & Economics- Advanced Dip. Financial Services (Financial Planning) - Accredited SMSF Specialist Advisor; (SSA) Liam is a member of the following associations: Affiliate Member of the Financial Planning Association, Fellow SMSF Specialist Advisor; member with the Self Managed Super Fund Association (SMSFA) When it's your money, there is no such a thing as a silly question!