Financial Adviser · CASTLE HILL, NSW

William Edward Shorte

22 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000278214

William Edward Shorte is a financial adviser based in Castle Hill, New South Wales, with 22 years of experience in the financial services industry. William is currently authorised under Viridian Advisory Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Limerick. William is a member of Financial Advice Association of Australia (FAAA), SMSF Professionals' Association of Australia and SMSF Specialist Adviser.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1991

Bachelor of Business

University of Limerick

2004

Self Managed Superannuation Funds

Tribeca Learning (Australia) Pty Ltd (formerly Integratec (Australia))

2009

ASX Accredited Listed Products Adviser (ALPA) Program

Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd)

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2011

Margin Lending and Geared Investments

Kaplan Professional Education

Registration History

Viridian Advisory Pty Ltd

Jul 2022 - Present Current

Infinity Capital Solutions Pty Ltd

Jul 2019 - Jun 2022 Ceased

MAGNITUDE GROUP PTY LTD

May 2015 - Jul 2019 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Jun 2005 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register