Liam Flanagan

Financial Adviser, Financial Services

Sydney, NSW

Contact details
+61 2 9251 4600
Professional experience

With over 5 years at Nexia, Liam has established himself as a trusted and dynamic financial adviser, specialising in bespoke financial planning for a diverse client base, from high-net-worth individuals to emerging wealth accumulators.

For the past three years, Liam has been instrumental in crafting tailored strategies that help clients achieve their financial objectives with clarity and confidence.

Liam’s expertise covers structural advice on financial assets, and debt strategies for wealth accumulation. His recent work includes guiding intergenerational wealth transfers, ensuring capital remains within families while continuing to grow and provide income benefits. Liam has also supported clients through emotionally challenging transitions such as separation, helping them stay financially resilient and focused on their aspirations.

Driven by a client-first philosophy, Liam’s approach is anchored in understanding individual goals, fostering genuine relationships, and maintaining open, two-way communication. His attention to detail and commitment to meeting deadlines reflect his professional integrity and reliability.

Known for his approachable and personable nature, Liam brings warmth and relatability to every interaction. His friendly demeanour makes financial conversations engaging, while his professionalism ensures clients feel supported and informed every step of the way.

Whether navigating complex financial landscapes or building long-term wealth strategies, Liam Flanagan is a dedicated financial adviser in helping clients turn their financial goals into reality.

Expertise
  • Financial Planning
  • Wealth Accumulation Strategies
  • Retirement Planning
  • Debt Structure and Strategies
  • Investment Planning
Qualifications

Graduate Diploma in Financial Planning

BA of Business (Finance and Accounting)

Areas of expertise

Finance and lending

Personal advice

Succession planning

Estate planning and wealth management

Wealth management for UK and Australian expats

Estate planning, retirement planning and aged care

Succession planning

Sector expertise

Aged care and retirement living

Financial and insurance services