Professional experience
Sylvia Liang has been in the Financial Services Industry for over 15 years and has considerable “hands on” business experience in providing a value oriented, holistic financial planning service, with a core focus of delivering tailored solutions and helping her clients achieve their financial goals.
Sylvia proactively keeps up to date with the latest regulatory and legislation changes so she can highlight opportunities and interpret changes that can best benefit her clients.
Sylvia’s passion is investigating strategies to deliver personalised and tailored solutions in her client’s best interests, while retaining a strong commitment to provide clients the highest level of personalised service and highest quality standards. She prides herself on building long term successful relationships and will assist her clients in building a road map to help them become financially independent by growing, protecting and managing their wealth.
An experienced presenter, Sylvia conducts regular client seminars including superannuation, insurance, estate planning, aged care, Centrelink and end of financial year strategies.
Expertise
- Financial Planning
- Structuring
- Wealth Accumulation Strategies
- Investment Planning
- Superannuation Strategies
- Retirement Planning
- Estate & Succession Planning
- Residential & Commercial Lending
- Personal Insurance
- Aged Care Financial Strategy
Qualifications
Certified Financial Planner ®
Chartered Accountant
Certified Practicing Accountant
CA SMSF Specialist Advisor ™
Master of Commerce
Bachelor of Law
Bachelor of Business (Accounting & Computing)
Diploma of Financial Planning (Australia)
Diploma of Finance/Mortgage Broking Management
