Our team

We are a small team who pride ourselves in a "Client First" approach and believe that by taking care of the clients our business will succeed. Liam Shorte is the main Adviser with over 17 years industry experience and is supported by 2 support staff members, Fiona Johnson our paraplanner in Port Stephens and Trish Heads our Client Service in Castle Hill. We also benefit greatly from the assistance of our referral partners and their staff in Castle Hill, Dungog, Port Stephens and via Bank of Queensland in Carlingford and Blacktown.

Liam Shorte
Fiona Johnson
Trish Heads

Liam Shorte
BBS Dip FS (FP) AMC RMC
Director / Wealth Adviser
liam,shorte@genesyswealth.com.au

Your adviser will be Liam Shorte and his Australian Securities and Investments Commission (ASIC) number is 278214.

Liam has over 15 years experience in Financial Services having worked in the Insurance field in the UK and Middle East with Royal & Sun Alliance and here in Australia with Genesys for 7 years.

He advises a range of small business and individual clients via offices in Port Stephens, Castle Hill and the Hunter Valley and specializes in financial coaching for SMSF Trustees, investment portfolio construction, debt consolidation, and retirement planning.

Liam holds a Bachelor of Business, a Diploma in Financial Services (Financial Planning) and a Certificate III in Mortgage Lending. He is a member of the FPA and the MIAA and is an Accredited Mortgage Consultant (AMC).

Liam Shorte is an Authorised Representative of Genesys Wealth Pty Ltd. Financial services and products he is authorised to provide advice on are as follows:

Advice:

Investment and retirement planning;
Personal and employer superannuation;
Self-managed super funds;
Insurances;
Estate planning;
Gearing; and wealth creation;
Reverse Mortgages
and DVA / Centrelink.

Fiona Johnson
Dip FS (FP)
Technical Services Manaager
fiona.johnson@genesyswealth.com.au

Fiona joined the team in 2005 and has progressed very quickly to her current position and is close to completing her Advanced Diploma in Financial Services.

In her capacity as Technical Services Manager, Fiona is primarily responsible for assisting the financial planning team with research, strategy development and translating technical advice into client-friendly Statements of Advice.

Fiona also provides technical support to Pro-Active Advice's client service team as well as directly to clients, helping with basic queries such as superannuation and Centrelink rates through to more complex investment and risk management issues.

Working in financial services for over 18 years with some time off to raise 2 lovely teenagers, Fiona is passionate about understanding each client’s personal goals and objectives in order to build a strategy that will have a positive impact on their financial future.

Fiona continues to build her skills and experience and is currently working towards her Advanced Diploma in Financial Planning and we are very proud of her success to-date.

Trish Heads
Client Service Officer
admin@pro-activeadvice.com.au

Trish has recently joined the team and will become known to may of you over the coming months as she will manage the review appointment process.

Trish provides administrative support to Pro-Active Advice's financial advisers and assists clients with their enquiries. She liases with fund managers and other industry participants to resolve client administrative issues; and works closely with the advisers to prepare regular client reviews.

Trish is a proud mum of three, 2 boys and a girl, with one son still living at home.

Pro-Active Advice Pty Ltd

Our team