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Showing 11 - 20 of 104 results for "Genesys"

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... Bringing more than 18 years' experience in financial services, Fogarty is also the former head of financial planning at Genesys and IPAC Equity Partners. Commenting on his appointment, Fogarty said: Matthew Fogarty said: "The chance to lead a quality ...

NAB to divest MLC

ALEX BURKE  |  THURSDAY, 3 MAY 2018
... space. He said they were downsizing their mergers and acquisitions teams and wrapping up dealer groups, as AMP did with Genesys. "I think it's a pretty strong reflection of their diminished level of appetite for the sector," he said. Advice scandals ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Advisers BT Financial Group Charter Financial Planning Commonwealth Bank Dover Financial Planning Association of Australia Genesys Wealth Advisers Hillross Financial Services Millennium 3 RI Advice Group The second round of public hearings will be held ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... financial planning licensee networks. He has also worked for AMP Financial Planning, NAB's MLC, Colonial First State and Genesys Wealth Advisers. Initiger Group has also reasserted its commitment to programs announced with three CBA subsidiaries: Commonwealth ...

Ignition appoints new chief executive

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... advice across all channels and segments. Prasad's career includes senior roles globally for NAB and MLC, AMP and AXA, Genesys Wealth Advisers, Capital Position LLC and most recently KPMG where he held the title of director of asset and wealth management. ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... representative of Westpac subsidiary Magnitude Group from May 2015 to December 2015, prior to which he represented the now-defunct Genesys Wealth Advisers and the Commonwealth Bank's Financial Wisdom network. ASIC decided Atkins failed to act in the ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... advice, mergers and acquisitions group at AMP and the national manager of the equity program of AMP's former licensee, Genesys Wealth Advisers. Prior to AMP, he worked as the New South Wales state manager at Leveraged Equities/Bendigo Wealth, and was ...

AMP holds assets despite Genesys exodus

ALEX BURKE  |  THURSDAY, 12 MAY 2016
AMP has announced in a first quarter update that outflows from Genesys advisers leaving the company "continue to be lower than expected." Net cash outflows from Genesys advisers leaving AMP's Australian wealth management business were $33 million for ...

NAB appoints ex-Genesys MD

ALEX BURKE  |  THURSDAY, 24 MAR 2016
NAB has appointed the new general manager of NAB Financial Planning. Tim Steele joins NAB from AMP-aligned practices Genesys and ipac, where he was managing director. He was a director of AMP's Horizons academy and created Horizons Financial Group. ...

Tim Steele departs AMP

ALEX BURKE  |  FRIDAY, 30 OCT 2015
After announcing his departure in May, Genesys and ipac managing director Tim Steele has left the AMP-aligned practices today. Based on the May announcement, Steele was expected to leave his role in June, but stayed on until late October. He is now ...