Liam Coach

Family Wealth Adviser - SMSF Consultant - SMSF Adviser Of the Year NSW 2017 & 2018 - Coaching people to control their wealth

Liam Shorte is a seasoned Wealth professional with 29 years of experience in Financial Services across various countries before settling in Australia in 2001.

He specializes in providing holistic financial planning services, particularly focusing on Self Managed Super Funds (SMSF), Family Trusts, retirement planning, and estate planning.

Liam has a passion for helping clients navigate the complexities of the financial world by breaking down industry jargon into plain English to empower them to take control of their finances and secure a brighter future.

His expertise has been recognized through various prestigious awards, including being listed in Barron's Top 50 Financial Advisers in Australia and winning multiple accolades at the SMSF Adviser & Accounting Awards.

Liam Shorte is a member of several reputable organizations, including the Financial Planning Association (FPA) and holds the title of SMSF Specialist Advisor™ (SSA) with the SMSF Association.

His current role as a Director, SMSF Specialist Advisor™, and Financial Planner at Verante Financial Planning allows him to offer expert advice in areas such as Retirement Planning, SMSFs, Family Trusts, Debt management, Succession Planning, Superannuation, Insurances, Estate planning, and more.

With a strong educational background in Accounting, Economics, and Business Studies, Liam is well-equipped to guide clients towards financial success. His dedication to ongoing education and professional development ensures that he stays abreast of the latest trends and regulations in the financial industry.

Liam Shorte's commitment to providing personalized financial coaching for SMSF Trustees, assisting in family wealth transfer, and pre-retirement planning sets him apart as a trusted advisor in the field of financial planning.

His diverse professional experience in banking, insurance, accounting, and financial planning firms, combined with his international exposure, brings a unique perspective to his practice, benefiting a wide range of clients seeking comprehensive financial guidance.