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Showing 11 - 20 of 50 results for "Genesys Wealth Advisers"

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... 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 ...

Van Eck grows distribution team

STAFF WRITER  |  THURSDAY, 23 APR 2015
... 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. Van Eck Global ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... AMP's financial advice network in Australia comprises AMP Financial Planning, Charter Financial Planning, Genesys Wealth Advisers, Hillross, Horizons, ipac and smsf advice

Another Genesys executive leaves amid AMP restructure

LAURA MILLAN  |  MONDAY, 19 MAY 2014
Genesys Wealth Advisers head of leaders program and strategic alliances has left the AMP-aligned business, following the redundancies of five other managers in January. Andrew Kennedy has now left Genesys and started a new role as head of distribution ...

Robertson and Wadell out in AMP reshuffle

HARRY PAGE, ALICE URIBE  |  FRIDAY, 17 JAN 2014
... casualties of yesterday's company restructure announcement. The managing director of AMP-aligned dealer group Genesys Wealth Advisers Paul Robertson and Andrew Waddell, director of Advice and Strategic Development will depart the group at the end of ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
... business Wealth Plus Solutions and three other advice practices have joined AMPs adviser dealer group, Genesys Wealth Advisers. The other three practices are Rancie McLean, Frontier Financial Group and Palmer Financial, all of which are based in Melbourne. ...

Ex Genesys CEO joins boutique board

JAMES FERNYHOUGH  |  FRIDAY, 26 JUL 2013
... Kirk has executive experience across the financial services, including a period as chief executive of Genesys Wealth Advisers and the platform business Synergy Capital Management. Implemented Portfolios managing director Santi Burridge said, "We welcome ...

Stanford Brown tops Genesys awards

MARK SMITH  |  THURSDAY, 14 MAR 2013
Stanford Brown Financial Advisers has collected the top honours at this year's Genesys Wealth Advisers Awards, which aim to celebrate excellence in financial planning. The North Sydney-based financial advisers picked up both the Member Firm of the Year ...

Distilling the 'why' unlocks social media success

MARK STORY  |  TUESDAY, 5 FEB 2013
... their clients at the same time," advises Battye a former colleague of AdviserEdge founder Baz Gardner at Genesys Wealth Advisers. "Remember, a video is a1000 time better than no video." And while 'distilling the why' is critically important, Battye also ...

AMP names new Genesys boss

MARK SMITH  |  WEDNESDAY, 16 JAN 2013
AMP Financial Services has appointed Paul Robertson as managing director of Genesys Wealth Advisers. Robertson was previously chief executive of Tynan Mackenzie and was heavily involved in integrating the business with ipac following a merger. Prior ...