Search Results | Showing 11 - 20 of 104 results for "Genesys" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | ... 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 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 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. ... |
| | | 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 ... |
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