Search Results | Showing 11 - 20 of 63 results for "Genesys Wealth" |
| | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 best interests of ... |
| | | | ... 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 senior ... |
| | | | ... the previous corresponding period). In its quarterly update, AMP explained this was largely due to the closure of Genesys Wealth Advisers, initially announced in November 2014. The update added that some losses were also driven by "increased investment ... |
| | | | ASIC has banned a former Genesys financial adviser. Lukas Zelka was an authorised representative of AMP-owned Genesys Wealth Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial ... |
| | | | ... implemented listed securities service offerings for AMP licensees. Previously he was a senior investment specialist at Genesys Wealth Advisers and before that held various roles at AXA Australia, including four years as an investment research analyst. ... |
| | | | ... December 2013 ASIC identified concerns over complex product advice at Count Financial, FSS Advisory, AMP-owned Genesys Wealth, HSBC Bank Australia, Madison Financial Group, MASU Financial Management, Meritum Financial Group, Sentry Financial Services ... |
| | | | ... from minus $26 million in 2013 to minus $8 million in 2014. Assets under management were up 10.9% to $1.1 billion. Genesys Wealth lost 17 advisers and had 202 advisers at the end of 2014, following AMP's announcement that it would wind up the license. ... |
| | | | ... Simon Podesta, from Western Australia, McPhail HLG Financial Planning adviser Simon McGuirk, from Victoria, and Genesys Wealth adviser Cameron Pereira, from Tasmania. The FPA also confirmed that it raised over $100,000 during the gala dinner that took ... |
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