Senior Associate Adviser
Current
Jan 2023 - Present
AeroLeads people directory · profile
Liam Wee Email & Phone Number
Senior Associate Adviser at Shadforth Financial Group Ltd
at
Shadforth Financial Group Ltd
1 work email found
@sfg.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate Adviser at Shadforth Financial Group Ltd
Location
Greater Perth Area, Australia, Australia
Company size
Who is Liam Wee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Liam Wee is listed as Senior Associate Adviser at Shadforth Financial Group Ltd at Shadforth Financial Group Ltd, a company with 320 employees, based in Greater Perth Area, Australia, Australia. AeroLeads shows a work email signal at sfg.com.au and a matched LinkedIn profile for Liam Wee.
Liam Wee previously worked as Senior Associate Adviser at Shadforth Financial Group Ltd and Associate Adviser at Shadforth Financial Group Ltd. Liam Wee holds Graduate Diploma Of Financial Planning from Kaplan Professional.
Company email context
Email format at Shadforth Financial Group Ltd
This section adds company-level context without repeating Liam Wee's masked contact details.
{first}.{last}@sfg.com.au
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AeroLeads found 1 current-domain work email signal for Liam Wee. Compare company email patterns before reaching out.
Profile bio
About Liam Wee
Liam Wee is a Senior Associate Adviser at Shadforth Financial Group Ltd at Shadforth Financial Group Ltd. He possess expertise in financial accounting, accounting, tax, microsoft excel, finance and 8 more skills. He is proficient in Malay, Mandarin and English.
Listed skills include Financial Accounting, Accounting, Tax, Microsoft Excel, and 9 others.
Current workplace
Liam Wee's current company
Company context helps verify the profile and gives searchers a useful next step.
Shadforth Financial Group Ltd
6 roles
Liam Wee work experience
A career timeline built from the work history available for this profile.
Associate Adviser
Dec 2021 - Jan 2023
Paraplanner
Jun 2017 - Dec 2021
Paraplanner
- Preparation of Statement of Advice documents and templates.
- Preparation of Record of Advice documents
- Liaising with third parties such as insurers, fund managers and super funds.
- Entering client data into Xplan and maintaining client files.
- Preparation of review documents (investment strategy & portfolio re-weighting)
- Administration duties such as letter preparation, application forms, rollover forms, withdrawal forms.
Oct 2014 - Feb 2017
Graduate Accountant
Alessandrino Scivolo
My duties include auditing of Self Managed Super Funds, and preparing individual tax returns.
Jun 2014 - Aug 2014
Accounts Clerk
My duties include assisting in accounts payables, month end reporting and payroll duties.
Jul 2011 - Oct 2011
Team & coworkers
Colleagues at Shadforth Financial Group Ltd
Other employees you can reach at sfg.com.au. View company contacts for 320 employees →
MH
Morgen Harris
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia, Australia
View →
SB
Sam Bauckham
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
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AB
Andrew Brunero
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
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TH
Tim Hubble
Colleague at Shadforth Financial Group LtdGeelong West, Victoria, Australia, Australia
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TR
Thomas Rickards
Colleague at Shadforth Financial Group LtdSydney, New South Wales, Australia, Australia
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JS
Judy Simmons
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
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DF
Dr. Fahim Samri
Colleague at Shadforth Financial Group LtdLondon, England, United Kingdom, United Kingdom
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YH
Ying He Cfp®
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia, Australia
View →
NJ
Nera Jareb
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
View →
LB
Lyn Boswell
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
View →
Morgen Harris
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia, Australia
View →
SB
Sam Bauckham
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
View →
AB
Andrew Brunero
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
View →
TH
Tim Hubble
Colleague at Shadforth Financial Group LtdGeelong West, Victoria, Australia, Australia
View →
TR
Thomas Rickards
Colleague at Shadforth Financial Group LtdSydney, New South Wales, Australia, Australia
View →
JS
Judy Simmons
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
View →
DF
Dr. Fahim Samri
Colleague at Shadforth Financial Group LtdLondon, England, United Kingdom, United Kingdom
View →
YH
Ying He Cfp®
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia, Australia
View →
NJ
Nera Jareb
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
View →
LB
Lyn Boswell
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
View →
3 education records
Liam Wee education
Graduate Diploma Of Financial Planning
Master'S Degree, Accounting
Bachelor'S Degree, Finance And Management
FAQ
Frequently asked questions about Liam Wee
Quick answers generated from the profile data available on this page.
What company does Liam Wee work for?
Liam Wee works for Shadforth Financial Group Ltd.
What is Liam Wee's role at Shadforth Financial Group Ltd?
Liam Wee is listed as Senior Associate Adviser at Shadforth Financial Group Ltd at Shadforth Financial Group Ltd.
What is Liam Wee's email address?
AeroLeads has found 1 work email signal at @sfg.com.au for Liam Wee at Shadforth Financial Group Ltd.
Where is Liam Wee based?
Liam Wee is based in Greater Perth Area, Australia, Australia while working with Shadforth Financial Group Ltd.
What companies has Liam Wee worked for?
Liam Wee has worked for Shadforth Financial Group Ltd, Sfr Advisory Group, Alessandrino Scivolo, and The Melbourne Hotel.
Who are Liam Wee's colleagues at Shadforth Financial Group Ltd?
Liam Wee's colleagues at Shadforth Financial Group Ltd include Morgen Harris, Sam Bauckham, Andrew Brunero, Tim Hubble, and Thomas Rickards.
How can I contact Liam Wee?
You can use AeroLeads to view verified contact signals for Liam Wee at Shadforth Financial Group Ltd, including work email, phone, and LinkedIn data when available.
What schools did Liam Wee attend?
Liam Wee holds Graduate Diploma Of Financial Planning from Kaplan Professional.
What skills is Liam Wee known for?
Liam Wee is listed with skills including Financial Accounting, Accounting, Tax, Microsoft Excel, Finance, Auditing, Payroll, and Financial Statements.
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