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Liam Shorte - Smsf Coach Fssa is listed as Family Wealth Adviser | SMSF Consultant | SMSF Adviser Of the Year NSW 2017, 2018, 2021, Finalist 2022 and 2023 | Coaching people to control their wealth. Non-Executive Director SMSF Association at Sonas Wealth, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at nextgenwealth.com.au and a matched LinkedIn profile for Liam Shorte - Smsf Coach Fssa.
Liam Shorte - Smsf Coach Fssa previously worked as Managing Director, SMSF Specialist Advisor™ and Financial Planner at Sonas Wealth and Director at Smsf Association. Liam Shorte - Smsf Coach Fssa holds Bbs, Accounting & Economics from University Of Limerick.
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As a Wealth professional, I love working on strategies with clients and families in particular, so they make the most of their finances and thrive: to enjoy happier, more meaningful and financially secure lives. I enjoy working with Self Managed Super Funds and Family Trusts but I offer an holistic advice service on every area of financial planning including SMSF exit strategies. I look for like minded Accountants, Lawyers & Mortgage Brokers who want the best professional advice. I enjoy breaking down industry jargon to plain English for clients so they take back control.With 29 years experience in Financial Services, I have worked in Ireland, UK & Middle East before moving to Australia in 2001. My experience and knowledge comes from working in banking, insurance, accounting & financial planning firms before starting my own business in 2006.I advise a range of clients via offices in Castle Hill & Windsor and by appointment in the Sydney CBD. I specialise in financial coaching for pre-retirees, SMSF Trustees and those with Family Trusts, developing strategies to maximise use of the tax and superannuation systems to your advantage. Other strengths are in pre-retirement planning and estate planning. In 2017 I was included in Barron’s Top 50 Financial Advisers in Australia.In the SMSF Adviser & Accounting Awards 2017 and 2018 I was awarded:-Winner - SMSF Adviser and Accounting Professional (NSW) 2017-Best of the best SMSF Adviser Excellence Award (NSW)-SMSF Adviser of the Year (NSW) 2018SMSF Association’s CEO Award in 2018Member of the FPA, Board Director & SMSF Specialist Advisor™ (SSA) with the SMSF Association.My company is a Corporate Authorised Representative of Viridian Select Pty Ltd: Advice: Retirement Planning;Self Managed Super Funds;Family Trusts & Testamentary Trusts;Debt management;Succession Planning;Superannuation; Direct Equities; Insurances; Estate planning Coaching:SMSF TrusteesFamily wealth transferPre-Retirement Planning
Listed skills include Retirement Planning, Wealth, Financial Advisory, Superannuation, and 45 others.
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Castle Hill, Sydney
Advising people on how to get back in control of their wealth so they can seriously plan for the short, medium and long term future. Writer of The SMSF Coach blog.Sonas Wealth has a complete focus on client's best interests but does remain institutionally connected with access to the latest research and intelligence.We offer those seeking quality advice.
Australia
Non-Executive board member since 2018 of this Professional Association for Self Managed Superannuation Fund advisers across Accounting, Financial Planning, Auditing and Legal disciplines. Chair of the National Membership Committee bringing ideas and feedback to the Executive for consideration and ensuring member’s concern were addressed.
Sydney, Australia
The SMSF Association State Chapters provide a range of networking and educational opportunities for its members and other Self Managed Superannuation Fund (SMSF) professionals.The State Chapter has established Sub-Chapters in Western Sydney, Chatswood, Central Coast, Hunter and Northern NSW and hold both evening and breakfast events for members and other.
Australia
We have terminated the Eviser Service as of June 30th 2016. Alas, the service model did not work so we felt better to pull the plug and divert resources elsewhere. Eviser will relaunch with a different focused offering in early 2025
Sydney, Australia
Privately owned Member Firm of the Genesys Wealth Advisers Group. We left Genesys in May 2015 to join the Magnitude Group.
Technical Paraplanner and then Wealth Adviser
Set up the Saudi operation for a Middle Eastern subsidiary of Phoenix Life Insurance from America. Organised staffing, offices and then facilitiated joint venture partnership with local General Insurer.
Managed a book of Saudi General Insurance Business for the local subsidiary of Sun Alliance now Royal Sun Alliance.
Activities and Societies: Social Life Organiser and General Mischieve Maker
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Liam Shorte - Smsf Coach Fssa works for Sonas Wealth.
Liam Shorte - Smsf Coach Fssa is listed as Family Wealth Adviser | SMSF Consultant | SMSF Adviser Of the Year NSW 2017, 2018, 2021, Finalist 2022 and 2023 | Coaching people to control their wealth. Non-Executive Director SMSF Association at Sonas Wealth.
AeroLeads has found 1 work email signal at @nextgenwealth.com.au for Liam Shorte - Smsf Coach Fssa at Sonas Wealth.
Liam Shorte - Smsf Coach Fssa is based in Greater Sydney Area, Australia, Australia while working with Sonas Wealth.
Liam Shorte - Smsf Coach Fssa has worked for Sonas Wealth, Smsf Association, Smsf Association (Formerly Spaa), Eviser, and Genesys Wealth Advisers.
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Liam Shorte - Smsf Coach Fssa holds Bbs, Accounting & Economics from University Of Limerick.
Liam Shorte - Smsf Coach Fssa is listed with skills including Retirement Planning, Wealth, Financial Advisory, Superannuation, Financial Planning, Investments, Strategic Financial Planning, and Smsf.
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