William Edward Shorte
Financial Adviser in Castle Hill, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278214
- Location
- Castle Hill NSW 2154
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2022
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, University of Limerick (1991); Self Managed Superannuation Funds, Tribeca Learning (Australia) Pty Ltd (formerly Integratec (Australia)) (2004); 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 (2009); Margin Lending and Geared Investments, Kaplan Professional Education (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Professionals' Association of Australia; SMSF Specialist Adviser
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About William Edward Shorte
William Edward Shorte is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Castle Hill, New South Wales (adviser number 000278214).
The licensee William advises under is Viridian Advisory Pty Ltd (AFS licence 476223). The current authorisation started on 1 July 2022.
The register records 2004 as the year William first provided financial advice. The qualifications listed for William include Bachelor of Business (University of Limerick, 1991), Self Managed Superannuation Funds (Tribeca Learning (Australia) Pty Ltd (formerly Integratec (Australia)), 2004) and ASX Accredited Listed Products Adviser (ALPA) Program (Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd), 2009). William is recorded as a member of Financial Advice Association of Australia (FAAA), SMSF Professionals’ Association of Australia and SMSF Specialist Adviser.
William is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is William Edward Shorte a registered financial adviser?
Yes. William Edward Shorte is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278214.
Which licensee does William Edward Shorte work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can William Edward Shorte give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.