Liam Shorte

Liam Shorte BBS AFP SSA


Company Verante Financial Planning
Title SMSF Specialist Advisor & Financial Planner
Profession Financial Planner
Address Unit 40 8 Victoria Ave CASTLE HILL NSW 2154
Phone 02 9894 1844
Qualifications BUSACC (Bachelor)
FSFP (Advanced Diploma)
FSFP (Diploma)
SSA (Designation) – SMSF Association, Graduated: 2010

My social media identity is "The SMSF Coach"

As a Financial Planner and SMSF Specialist Advisor™ with Verante Financial Planning, I provide a range of services across all sectors of financial planning and risk management for SMSF members with an emphasis on pre and post-retirement planning and income streams. Our team works out of Castle Hill and Windsor but are available in other areas by appointment wit regualr client trips to QLD, VIC and SA.

Our whole focus is on better outcomes for you the client, so I work closely with other professionals (Accountants, Lawyers, Mortgage Broker's and Buyer's Agents ) to deliver best of breed strategies that help put clients back in control of their finances and their future.

I believe in sharing ideas and building trust so I write a popular and free SMSF strategies blog at and I am a regular commentator in the AFR, SMSFAdviser, SMSF Magazine, Financial Standard.

I also also write for a number of online sites:
MYOB’s “The Pulse” small business blog covering topics on insurance, business succession, retirement and SMSFs. writing articles and taking questions on SMSFs and superannuation in general. – Investment, Insurance and Superannuation topics

I am currently a director n the board of the SMSF Association

If you are looking for a trusted adviser then please check out my independent ratings and reviews at

Get in touch with Liam