Liam Shorte

Verante Pty Ltd

Platinum
18 Yrs Experience
Castle Hill, NSW 2154
Liam is a Financial Planner and SMSF Specialist Adviser™. He is serious about educating clients to take back control of their finances and writes a blog called The SMSF Coach. In 2017 Liam was named in the Barron's (with The Australian newspaper) Top 50 Financial Advisers. Liam is on the Board of Directors of the SMSF Association. He is a writer and speaker on superannuation, retirement and small business. Winner SMSF Adviser of ther Year NSW - 2017 and 2018

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fees are based on a fee for services provided. To onboard a new client in the current financial and compliance environment requires a great deal of time and effort so we base our fees on a minimum $4,800; additional for more complex services.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 44
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Verante Pty Ltd

Suite 5, 15 Terminus St
Castle Hill, NSW 2154

Opening hours

  • 8:00am – 5:00pm Thursday – Friday
  • 9:00am – 5:00pm Monday – Wednesday

Licensed by

Viridian Select Pty Ltd

AFSL 515762

4.80
44 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
4.75
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 44

Sort by

5.00

"Liam is extremely approachable, knowledgeable and provides information in a clear, concise and easy to understand manner. Liam takes the stress out of what can be very complex matters and we feel extremely comfortable under his guidance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Liam is very able to explain things to us in a very clear way. We are very confident in the advice Liam gives us."

  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Liam's for many years and he was introduced to me by my former advisor Graeme. I have always had confidence in Liam's ability to provide me with the results and achieve the goals and objectives we set many years ago. Now comfortable in retirement i owe it all to Liam's ability to combine my financial goals with my lifestyle and I appreciate the advice he has given me over the years which has complemented the expert financial service offered."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Liam helped us to clarify financial goals and explore future planning. His compassionate approach made us feel confident in our understanding of financial matters and decisions. His knowledge and experience gave us a sense that we could trust him to assist us with our future needs."

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Liam has advised me on superannuation, investment properties, relevant tax rulings and government assistance. Over the last 10 years I have had no doubts about Liam's knowledge and experience. There have been no negative experiences and I have therefore recommended him to family and friends. Importantly, I have always received Liam's full care and attention. This has included super prompt responses to questions, often within minutes and certainly the same day where practicable. Liam has provided me with financial education, giving me a greater understanding of what is relevant to my circumstances. This, along with his warm and open manner has enhanced my financial confidence."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Liam is one of those rare financial advisors who looks at your finances holistically. He applies common sense and good sound advice, is down to earth and totally relatable. He knows super laws and changes inside out and is up to date with any new or possible future legislation change proposals. He will also answer general financial questions and is just a great guy."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Liam has been my Adviser for many years. I fully trust Liam for good sound advise in all things financial. I feel very confident that the advice given is right for my needs. I always received Liam's full care and attention when I need it.'"

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Liam is always helpful and understanding and makes sure you understand what he is putting into place in regard to your needs"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Liam is very helpful and reliable. He looks after my investments and is never pushy. I trust him implicitly."

  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very helpful '15 min' chat with information re super to help us plan for future retirement"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 44

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2004

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Limerick (UL)
Completed
1991

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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