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. Michael Rambaldini, Liam Shorte and Fiona Johnson make up the Adviser team with over 40 years industry experience between them. They are supported by Teresa Rambaldini who is Practice Manager and her support staff, Clyde Gonsalves our paraplanner, Trish Heads and Sue Bennett our Client Service team in Castle Hill.
We also benefit greatly from the assistance of our referral partners and their staff in Castle Hill, Parramatta, Dungog, Port Stephens and via Bank of Queensland branches locally.
We also benefit greatly from the assistance of our referral partners and their staff in Castle Hill, Parramatta, Dungog, Port Stephens and via Bank of Queensland branches locally.
Michael Rambaldini
Liam Shorte
Teresa Rambaldini
Fiona Johnson
Clyde Gonsalvez
Trish Heads
Sue Bennett
Michael Rambaldini is a Certified Financial PlannerTM and Authorised Representative of Genesys Wealth Advisers Ltd, representative no. 239826.
Michael Rambaldini has been servicing the financial needs of clients
- Personalised investment portfolio construction
- Retirement planning
- Superannuation advice
- Pension and allowance maximisation
- Assistance with estate planning
- Risk insurance
- Investment advice, review, reporting and implementation
Michael’s aim is to help clients grow, manage and protect their wealth.
Michael is married to Teresa and they have 2 lovely teenage children and are passionate about helping them achieve their goals and objectives in life be they educational, sporting or social.
Liam Shorte
BBS Adv Dip FS (FP) SSA AMC RMC
Director / Wealth Adviser
liam,shorte@genesyswealth.com.au
BBS Adv Dip FS (FP) SSA AMC RMC
Director / Wealth Adviser
liam,shorte@genesyswealth.com.au
Liam Shorte has over 20 years experience in Financial Services having worked in the UK and Middle East with Royal & Sun Alliance and here in Australia with Genesys for 9 years.
Liam's passion is to offer strategic planning and SMSF advice to a range of small to medium business owners, individuals, and executive clients; people who have worked hard and want to plan for the future and see the value in expert advice.
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Liam's passion is to offer strategic planning and SMSF advice to a range of small to medium business owners, individuals, and executive clients; people who have worked hard and want to plan for the future and see the value in expert advice.
While specialising in Self Managed Super Funds with financial coaching for SMSF Trustees, he also helps those who wish to use a less active option and want to access advice on investment/superannuation portfolio construction, debt consolidation, insurance, use of family trusts and retirement planning.
Liam holds a Bachelor of Business, an Advanced Diploma in Financial Services (Financial Planning). Liam is also a SMSF Specialist Adviser(TM) of the SMSF Professionals Association. He also holds a Certificate IV in Mortgage Lending. He is a member of the FPA, SPAA and the MFAA and is an Accredited Mortgage Consultant (AMC).
Liam holds a Bachelor of Business, an Advanced Diploma in Financial Services (Financial Planning). Liam is also a SMSF Specialist Adviser(TM) of the SMSF Professionals Association. He also holds a Certificate IV in Mortgage Lending. He is a member of the FPA, SPAA and the MFAA and is an Accredited Mortgage Consultant (AMC).
Teresa is the firm's Practice Manager and is responsible for controlling and implementing our service process so that all client's receive their expected level of services.
She is also responsible for the management of the day to day running of the firm.
Teresa is currently studying for the Diploma in Financial Services (Financial Planning).
Fiona is an authorised representative of Genesys Wealth Advisers Ltd, representative no. 325401. 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 NextGen's client service team as well as directly to clients, helping with queries such as superannuation and Centrelink rates through to more complex investment and risk management issues.
Working in financial services for over 14 years, with a break to raise a family, Fiona holds an Advance Diploma in Financial Services. Her services include:
- Investment and retirement planning;
- Personal and employer superannuation;
- Self-managed super funds;
- Insurances;
- Estate planning;
- Gearing; and wealth creation.
Clyde Gonsalvez
BAppfin , BCom Accounting, Dip FS (FP)
Technical Paraplanner / Adviser
clyde.gonsalvez@genesyswealth.com.au
BAppfin , BCom Accounting, Dip FS (FP)
Technical Paraplanner / Adviser
clyde.gonsalvez@genesyswealth.com.au
Clyde Gonsalvez is our newest adviser and he works predominatly in a technical paraplanning role assisting other advisers in research and report preparation as he knows his way around the software.
Clyde is an active member of Toastmasters International and is involved in competative ballroom dancing.
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 NextGen'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.
Sue is the team's Administration Officer and is repsonsible for providing essential support to the team and our clients. Sue has over 20 years experience in retail banking and holds a Certificate in Personnel Administration