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William (Liam ) Shorte, AFP®


Name William (Liam ) Shorte AFP®
Address Suite 40 8 Victoria Ave
Castle Hill, NSW 2154
Phone 02 98941844
Website www.verante.com.au

I am a Financial Planner and SMSF Specialist Advisor running a self-owned practice. I have been providing financial advice and coaching to clients since 2004 having worked in financial services since 1991. I write a popular "The SMSF Coach" blog at www.smsfcoach.com.au and am also NSW State Chapter Chairman of the SMSF AssociationI believe in working with clients to take back control of their finances inside and outside Super so they can plan for a lifestyle they want now and into the future while taking full advantage of the structures and strategies available to maximise their family wealth.I specialise in giving advice in the following disciplines: - Wealth Creation - Retirement Planning - Self Managed Super Funds - Personal Insurances - Succession Planning - Estate Planning - Direct Equities Our firm regularly runs seminars to educate clients and especially SMSF Trustees on their duties and strategies available to them.Liam holds the following qualifications : - B.Bus in Accounting & Economics- Advanced Dip. Financial Services (Financial Planning) - Accredited SMSF Specialist Advisor; (SSA) Liam is a member of the following associations:Affiliate Member of the Financial Planning AssociationSMSF Specialist Advisor; member with the Self Managed Super Fund Association (SMSFA) When it's your money there is no such a thing as a silly question!

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