Sylvia Liang
Sylvia is a Partner of the Financial Services division at Nexia Sydney.
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.
She proactively keeps up to date with the latest regulatory and legislative changes so she can highlight opportunities and interpret changes that can best benefit her clients.
Her passion is investigating strategies to deliver personalised and tailored solutions in her client’s best interests while retaining a strong commitment to providing her 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.
Qualifications
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Certified Financial Planner®
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Certified Practicing Accountant
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Chartered Accountant
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Master of Commerce
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Bachelor of Law
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Bachelor of Business (Accounting & Computing) Diploma of Financial Planning (Australia)
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Diploma of Finance/Mortgage Broking Management
Skills
- Aged Care
- Centrelink
- Commercial Lending
- Debt Consolidation
- Estate Planning
- Financial Planning
- Insurance
- Investment Planning
- Retirement planning
- Superannuation Solutions
- Wealth Accumulation
Areas of Expertise
Estate Planning
Super
Investment
Commercial Lending
Business Succession
Retirement
Wealth Accumulation
Budget & Cash flow
Aged Care
Finance & Lending
Insurance
Interested in talking to us?
Get in touch below for a free initial consultation with a Nexia Financial Adviser to discuss your cash flow situation and start planning for your financial goals today.