WILLIAM EDWARD SHORTE
Financial Adviser · Castle Hill, NSW
📚 Qualifications & 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
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Professionals' Association of Australia
SMSF Specialist Adviser
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.