Sonia Ambwani, SMSF Specialist Advisor™

Sonia Ambwani, SMSF Specialist Advisor™

Managing Director | SMSF Specialist

About

As a passionate and accredited SMSF Specialist with over 15 years of experience in the financial services industry, I serve as Managing Director at iComplySMSF, where my mission is to simplify the complexities of Self-Managed Superannuation Funds (SMSFs). From structuring SMSFs to navigating intricate regulatory obligations, we at iComplySMSF provide comprehensive SMSF setup, compliance, and administration services. Our focus is on empowering SMSF trustees to manage their retirement savings with confidence, peace of mind, and clarity, while ensuring they meet all regulatory requirements. I’m proud to lead a team that values client education, service excellence, and staying ahead of ever-evolving superannuation laws. Our role is to support SMSF trustees, ensuring their fund operates smoothly and remains compliant. We are committed to providing personalized support that simplifies the complex world of SMSFs, allowing our clients to focus on what’s important to them. When I'm not working, I enjoy spending time with my family, going on nature walks, playing badminton, and experimenting with new cuisines in the kitchen.

Country

Australia

City

Greater Melbourne Area

Industry

Financial Services

Skill

Self Managed Superannuation Funds (SMSF), Leadership, Training, Operations Management, Team Management, Financial Analysis, Analysis, Financial Planning, Financial Services, Finance, Management, Wealth Management, Microsoft Excel, Lean Six Sigma, Six Sigma

Experience

iComplySMSF

Managing Director | SMSF Specialist

iComplySMSF

2024-6 - Present · 2 yrs 4 mos

Melbourne, Victoria, Australia

As an SMSF Specialist and Managing Director at iComplySMSF, we provide tailored SMSF setup, comprehensive compliance, and ongoing administration services. From establishing the SMSF structure to ensuring ongoing compliance with superannuation regulations, we empower our clients to navigate the complexities of SMSF with confidence and peace of mind.

Australian Financial Services Company

General Manager Operations

Australian Financial Services Company

2023-10 - 2024-8 · 11 mos

Australia

Australian Financial Services Company

Head Of Administration

Australian Financial Services Company

2020-10 - 2024-1 · 3 yrs 4 mos
Australian Financial Services Company

Associate Adviser

Australian Financial Services Company

2020-1 - 2020-9 · 9 mos
Australian Financial Services Company

Senior Paraplanner/Financial Analyst

Australian Financial Services Company

2017-10 - 2019-12 · 2 yrs 3 mos

Melbourne, Australia

International College Of Financial Planning

Program Manager

International College Of Financial Planning

LinkedIn
2013-1 - 2017-5 · 4 yrs 5 mos

New Delhi

Sanlam Investments and Advisors India Ltd (Formerly SMC Wealth Management Services Ltd)

Product Manager

Sanlam Investments and Advisors India Ltd (Formerly SMC Wealth Management Services Ltd)

2009-12 - 2012-1 · 2 yrs 2 mos
Ameriprise Financial Services, LLC

Senior Financial Planning Specialist

Ameriprise Financial Services, LLC

LinkedIn
2006-10 - 2008-8 · 1 yr 11 mos

Education

The ICFAI University, Tripura

The ICFAI University, Tripura

LinkedIn
2008 - 2010 · 2 yrs
Shaheed Bhagat Singh College

Shaheed Bhagat Singh College

LinkedIn
2003 - 2005 · 2 yrs
Kaplan Professional

Kaplan Professional

LinkedIn
2017 - 2018 · 1 yr
Monarch Institute

Monarch Institute

LinkedIn

Financial Planning

2018 - 2019 · 1 yr

Sonia Ambwani, SMSF Specialist Advisor™'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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