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- William Edward Shorte
William Edward Shorte
- Name
- William Edward Shorte
- ID
- 278214
- ABN
- –
- First Provided Advice
- 2004
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- SMSF Professionals' Association of Australia
- SMSF Specialist Adviser
Licencee
- Status
- Ceased
- Licence Holder
- Infinity Capital Solutions Pty Ltd (#515762)
- Commenced
- July 30, 2019
- Ceased
- June 30, 2022
- Status
- Current
- Licence Holder
- Viridian Advisory Pty ltd (#476223)
- Commenced
- July 1, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Genesys Wealth Advisers Pty Limited (#232686)
- Commenced
- June 14, 2005
- Ceased
- May 14, 2015
- Status
- Ceased
- Licence Holder
- Magnitude Group Pty Ltd (#221557)
- Commenced
- May 15, 2015
- Ceased
- July 29, 2019