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Showing 91 - 100 of 104 results for "Genesys"

Genesys chooses preferred insurers

HAMISH MADDEN  |  TUESDAY, 26 JUN 2007
Genesys Wealth Advisers has partnered with four preferred group insurers - Aviva, CommInsure, Macquarie and TOWER - in a bid to leverage improved outcomes for all parties. Genesys head, Andrew Creaser, said the preferred supplier relationships would ...

PIS' Edmondson wins 2006 AFA Adviser of the Year

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
... included Paul Daily of PIS, Adam Smith of Charter Financial Planning, Paul Stott of Tandem, and James Walker-Powell of Genesys Wealth Advisers.

Henry Financial Group joins Genesys

HAMISH MADDEN  |  WEDNESDAY, 25 OCT 2006
... Financial Planning Association (FPA) director Leonie Henry's advice business, the Henry Financial Group, has joined the Genesys Wealth Advisers network. Brisbane based Henry Financial Group has been in business for 20 years but Leonie Henry said moving ...

ASIC bans ex-Genesys adviser

... Investments Commission (ASIC) has banned financial adviser, Mark Leigh Clifton, a former authorised representative of Genesys Wealth Advisers, from providing financial services for 10 years. Clifton was a NSW-based authorised representative of Genesys ...

XPLAN in demand

HAMISH MADDEN  |  FRIDAY, 25 AUG 2006
... significant development events for the XPLAN business, including the "very successful" implementation of the platform to Genesys Wealth Advisers, the widespread acceptance of XPLAN's online model and centralised management systems and the announcement ...

Migrating a UK pension easier with good advice

ALEX DUNNIN  |  TUESDAY, 15 AUG 2006
... these people are likely to have UK transitions on their mind when they arrive. Pension Direct Transfers is part of the Genesys Wealth Advisers network but also works with other adviser groups and super funds on a quasi-wholesale basis. Ford said that ...

BT Wrap makes corporate actions and IPOs easier

... worth $22.5 billion and the number of listed companies has doubled from 2002 to 2005. Sal Hepworth, head of SOLAR Wrap at Genesys Wealth Advisers, said that BT's improved service was a much needed technology solution spurred on by adviser feedback on ...

Aussie fund frontrunner for Bank of China $12bn float

... China is now on the approved list of all of Commonwealth Bank's adviser groups including Financial Wisdom as well as on Genesys, Australian Financial Services and Avenue Capital Management. "There's little competition in the market place. We're a China-themed ...

AMP FP caretaker takes the MD reins

HAMISH MADDEN  |  THURSDAY, 27 APR 2006
... the resignation of Greg Kirk earlier this month, who resigned his position to take up the managing director role with Genesys Wealth Systems. With 1,300 financial planners under his umbrella, Guggenheimer will assume responsibility for the strategic ...

AMP stalwart tipped to replace Genesys MD

KATE HAGE  |  THURSDAY, 13 APR 2006
It was exclusively revealed to the Financial Standard yesterday that Genesys Wealth Adviser's (Genesys) managing director, Ray Miles, would step down in coming months with rumours of a high profile replacement. A source also revealed to the Financial ...