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Showing 11 - 20 of 69 results for %22Genesys Wealth Advisers%22

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... 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 in Melbourne ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... 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 Financial ...

Ignition appoints new chief executive

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... 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. His corporate ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... 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 the clients ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... 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 manager ...

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. ...

AMP wealth earnings down post-Genesys closure

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... 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 market ...

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 ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... reducing their exposure to the wealth management space by downsizing M&A 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 ...