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 "The SMSF Coach"



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.

Liam is the adviser that other advisers go to with SMSF complex cases. He has been SMSF Adviser of the Year too many years to count!

Qualifications

SMSF Specialist Advisor ™; Advanced Diploma in Financial Planning; Bachelor of Commerce.

Damian’s role "The Technical Strategist"



Damian is known for turning complexity into clarity. He works with individuals and families who want clear, practical advice in areas where complexity rules and structures make decisions more complicated.

Damian has a strong technical background in financial advice, with experience working in technical and strategic roles across the industry. This foundation gives him a deep understanding of the rules, laws and regulations that underpin financial planning today. It allows him to confidently navigate complexity and translate technical detail into clear, practical strategies that support his clients’ long-term financial goals.

As a  SMSF Specialist Advisor™, Damian has particular expertise in superannuation and self-managed super funds. He works closely with clients to ensure their structures, investments and retirement strategies operate efficiently and support broader family and wealth planning goals.

Damian believes the value of advice lies in making complicated decisions easier for clients to understand and act on. His approach focuses on turning financial complexity into clarity, explaining options clearly and helping clients move forward with confidence.

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

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 first job to retirement and help them with insurances to protect their family.

As a SMSF Specialist Advisor™, 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 to them and what will work for them. He guides them on the investment mix to suit their risk tolerance and drive wealth building and pre-retirement strategies that ensure they can retire earlier, on their terms and enjoy that process.

He can advise 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

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.