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About me
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 Dit ectors of the SMSF Association. He is a writer and speaker on superannuation, retirement and small business.
Authored by me:
Reviews
4.8
out of 5 starsRichard
65+ years old"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." "
14 Dec 2018Laurie
65+ years old"Liam is always helpful and understanding and makes sure you understand what he is putting into place in regard to your needs"
13 Dec 2018Buzz
65+ years old"Liam is very helpful and reliable. He looks after my investments and is never pushy. I trust him implicitly."
19 Apr 2018Evon
56-65 years old"Very helpful '15 min' chat with information re super to help us plan for future retirement"
19 Apr 2018Sandy
56-65 years old"Trying to decide how to best improve our retirement with our SMSF we engaged the services of Liam. I feel confident now that by taking advantage of his expertise that we will make our SMSF work for us. "
14 Feb 2018Alex
56-65 years old"Liam has managed our superannuation investments and insurance requirements for over 5 years. During this time he has been proactive in recommending strategies to maximise our superannuation and prepare the path to retirement."
13 Feb 2018My Expertise
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Aged Care
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Borrowing
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Budgeting
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Expat Finance
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 15 Years
- Highest qualification
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Bachelor of Business
- Industry Memberships
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2 total
- Address
- Suite 40 8 Victoria Ave
Castle Hill, NSW, 2154 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Verante Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
MAGNITUDE GROUP PTY LTD
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Licensee owned by
Westpac/BT
My Qualifications
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Margin Lending and Geared Investments (2011)
Level of Qualification: Training
Institution: Kaplan
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ASX Accredited Listed Products Adviser (ALPA) Program (2009)
Level of Qualification: Training
Institution: Kaplan
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Advanced Diploma of Financial Services (Financial Planning) (2009)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan
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Self Managed Superannuation Funds (2004)
Level of Qualification: Training
Institution: Kaplan
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Bachelor of Business (1991)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University of Limerick
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
AFP
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SMSF Association (SMSF)
Level of Membership:
SMSF Specialist Advisor
My Fees
- Personal Advice
- starting from $2,200
- Ongoing Advice
- starting from $2,200
- Details
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N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Richard
65+ years old"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." "
14 Dec 2018Customer opinions
Laurie
65+ years old"Liam is always helpful and understanding and makes sure you understand what he is putting into place in regard to your needs"
13 Dec 2018Customer opinions
Buzz
65+ years old"Liam is very helpful and reliable. He looks after my investments and is never pushy. I trust him implicitly."
19 Apr 2018Customer opinions
Evon
56-65 years old"Very helpful '15 min' chat with information re super to help us plan for future retirement"
19 Apr 2018Customer opinions
Sandy
56-65 years old"Trying to decide how to best improve our retirement with our SMSF we engaged the services of Liam. I feel confident now that by taking advantage of his expertise that we will make our SMSF work for us. "
14 Feb 2018Customer opinions
Alex
56-65 years old"Liam has managed our superannuation investments and insurance requirements for over 5 years. During this time he has been proactive in recommending strategies to maximise our superannuation and prepare the path to retirement."
13 Feb 2018Customer opinions
Richard
65+ years old"Quiet professional & useful advice"
11 Feb 2018Customer opinions
Petrus
56-65 years old"We are very happy with Liam as our Financial Advisor and would wholeheartedly recommend him to anyone looking for financial advice. We especially likes that he is very focussed on client needs and explains financial information in easy to understand language."
09 Feb 2018Customer opinions
Robert
56-65 years old"Takes time to explain and is a very conservative with other people money and honest "
09 Feb 2018Customer opinions
Steven
46-55 years old"Liam had plenty of time to spend with us and gave us some sound advice in directions I would not have considered. Great value for money as well"
09 Feb 2018Customer opinions
Ian
65+ years old"Over many years Liam has provided my wife and i with excellent financial advice, and helped us to grow our savings through to the retirement transition phase. He now manages our SMSF and we continue to be highly appreciative of his personable, professional style. He is unbeatable for his prompt responses to any queries, and attention to detail. "
15 Nov 2017Customer opinions
Michael
56-65 years old"We have found Liam to be a total professional in the way he has dealt with our requirements regarding our pending retirement. With his guidance and he has us in a position that we never thought we would be able to achieve. Being a small business owner, super was never a high priority in years gone by and without Liam's in depth knowledge of all things financial we would not feel as comfortable about retirement as we do. "
13 Oct 2017Customer opinions
Ann
56-65 years old"Thank you Liam for your dedication and professional approach to all matters. Discussion and advice are always readily available and I would not hesitate in recommending Liam's services to any interested party."
15 Jan 2017Customer opinions
John
65+ years old"Liam was our adviser for 13 years until we decided to retire overseas . We were sad to leave but he could no longer advise us as non-residents. We know our children are in good hands with him as their adviser and his advice/guidance on how to transfer our business premises in our SMSF to the children's accounts without selling down was just brilliant. We are happy -ex-clients who still drop in for a chat when in Oz"
11 Jan 2017Customer opinions
Barry
65+ years old"Very responsive when a request is made for information about various investments and usually meets the need in regard to the matters raised in the enquiry."
23 Sep 2016Customer opinions
KOHN
65+ years old"Efficient service."
23 Sep 2016Customer opinions
David
56-65 years old"Liam has an invaluable deep understanding of the minutiae of the superannuation regulations & how it can impact on a client"
23 Sep 2016Customer opinions
Greg
65+ years old"I have seen Liam quite often on Sam Henderson segment Sky News YMYC and he answers questions briefly but full of information. So went to his website and email him a question and within very short time gave the answer I had asked many others who did not know it. Excellent adviser and I look forward to keeping in contact with him and seeing again on YMYC on Thursday nights."
30 Jun 2016Customer opinions
Craig & Tracey
46-55 years old"Liam Shorte is amazing! We initially came across Liam when desperately trying to find an answer to a SMSF question we had during a public holiday over Easter a few years ago. His SMSF Coach website had everything we needed to make a decision and take some action on a property purchase. He has been our 'go-to-guy' for our Self Managed Super Fund and Financial Planning needs ever since. He is always thorough and prompt with his communication and I wouldn't trust our retirement planning in anyone else's hands. We recommend him to everyone!"
22 Apr 2016Customer opinions
Howard
65+ years old"Liam has pulled our finances out of a deep hole and has guided us to a secure financial future. He is very knowledgable and is able to get his messages across extremelly well. Liam always has our best interests at heart and well find him very trustworth. Howard 2323"
10 Feb 2016Customer opinions
Dianne
65+ years old"I found Liam to be very helpful and gave me confidence in setting up my retirement. Di"
14 Dec 2015Customer opinions
Geoff
65+ years old"We have been dealing with Liam for the past eight years and during that time we have found him to be an excellent financial adviser. He listens to our concerns and always recommends solutions that are in keeping with our values and risk requirements. Liam always returns our phone calls promptly and is always happy to help with any queries we have. His bright personality, professional and ethical approach is superior. Judy and Geoff {2427}"
04 Dec 2015Customer opinions
Wayne
56-65 years oldN/A
31 Jul 2015Customer opinions
Doreen
56-65 years old"Liam Shorte is the best adviser we had so far as he is very thorough, fully understand our needs and is very accessible when we needed funds or advice. I highly recommend Liam and have done so to my children. Thank you Liam you are a gentleman. "
09 May 2015Customer opinions
Patrick
46-55 years oldN/A
02 May 2015Customer opinions
Diane
65+ years old"Liam has brought me peace of mind & great confidence in my financial situation. His professional, friendly service has created order out of the chaos of my self-managed superannuation which now provides me with a comfortable income. Liam is attentive to all my questions & is able to explain issues clearly; making recommendations while allowing me freedom of choice."
14 Apr 2015Customer opinions
Les
56-65 years oldN/A
07 Apr 2015Customer opinions
Jill
56-65 years old"Liam has really helped us prepare for retirement - thank goodness we engaged Liam several years beforehand."
07 Apr 2015Customer opinions
Diana
65+ years oldN/A
06 Apr 2015Customer opinions
Emma
35-45 years old"Liam generously shares his depth of knowledge, skills and expertise. He's very personable and easy to talk to. Liam is definitely one of my most trusted advisors personally and professionally. He has supported and guided us as our family and assets have grown and evolved. He's in a calibre of his own and I highly recommend him for his honesty and expertise. "
02 Apr 2015Customer opinions
Carol and Michael
46-55 years oldN/A
16 Feb 2015Customer opinions
Daniel
46-55 years old"Liam is always available for advice whenever I call him, and always has the answers for the questions that I ask him about investments in Australia and overseas."
13 Feb 2015Customer opinions
Gayle
65+ years oldN/A
29 Oct 2014Customer opinions
David
65+ years oldN/A
28 Oct 2014Customer opinions
Ian
65+ years oldN/A
27 Oct 2014Customer opinions
Don
46-55 years oldN/A
26 Oct 2014Customer opinions
Julie
46-55 years oldN/A
21 Oct 2014Customer opinions
Daryl Eyles - Trustee of D R & M F Eyles Super Fund
65+ years old"Liam Shorte is the best professional Financial Adviser we have ever had. Not counting two short term replacement type advisers whom we rejected after a short trial period, we have had 4 Financial Advisers (including Liam) since 1991."
21 Oct 2014Customer opinions
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