Liam Coach

Liam Shorte is a highly respected and accomplished financial advisor specializing in Self-Managed Superannuation Funds (SMSFs) and broader financial planning. Here are some key points about his career and expertise:

Professional Roles

• He is a Financial Planner and a Fellow SMSF Specialist Adviser™ (FSSA™) at Sonas Wealth, with offices in Castle Hill and Windsor, NSW, and availability for clients in other areas including QLD, VIC, and SA.123

Specializations

• Liam focuses on pre and post-retirement planning, income streams, business planning, investments, superannuation, retirement planning, risk insurance, aged care, and estate planning. He has a particular passion for SMSFs, Family Trusts, and small business advice.126

Awards and Recognition

• He was named in the Barron's (with The Australian newspaper) Top 50 Financial Advisers in 2017 and recognized as one of the top 50 Most Influential Advisers in Australia in 2024 by IFA.157
• Liam has won several awards, including SMSF Adviser of the Year NSW in 2017 and 2018, and the IFA Excellence Awards - SMSF Adviser of the Year in 2021. He was also a finalist in 2022 and 2023.134

Educational Background

• He holds a Bachelor of Business in Accounting & Economics and an Advanced Diploma in Financial Services (Financial Planning), along with a Listed Securities Accreditation.2

Professional Affiliations

• Liam is a Non-Executive Director of the SMSF Association and has been involved in various educational and advisory roles, including writing an educational blog called "The SMSF Coach".147

Client Approach

• He is known for his client-centric approach, focusing on educating clients to take control of their finances and providing tailored advice to meet individual needs. His services are fee-based, with a minimum fee of $4,800 for onboarding new clients.12

Overall, Liam Shorte is a highly experienced and award-winning financial advisor with a strong reputation in the field of SMSFs and comprehensive financial planning.