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Showing 21 - 30 of 54 results for "Genesys Wealth Advisers"

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 ...

AMP updates Ascend SMSF

LINDA HAUSKEN  |  FRIDAY, 27 JUL 2012
... aligned financial planning network comprises AMP Financial Planning, Charter Financial Planning, Hillross, Genesys Wealth Advisers and ipac.

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... Australian financial services licensees including Financial Wisdom, Financial Planning Services Australia and Genesys Wealth Advisers between 21 June 2004 and 20 May 2010. Between June 2004 and August 2007, Carll was employed by Port Pirie-based financial ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... Taggart Nominees for NSW, Kyle Thompson, financial planner, AON for QLD, Shaun Hunt, financial planner, Genesys Wealth Advisers for SA, Matthew Hawkins, financial planner, Financial Services Partners for Tasmania, Finn Kelly, practice owner, Synchron ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Investment Services, Count Wealth Accountants, Westpac Financial Services, Australian Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial Advice, Suncorp Financial Planning, Lonsdale Financial Group, Infocus Money Management, Consultum ...

Planning group Genesys signs research deal with van Eyk

ALISON BEVEGE  |  TUESDAY, 12 JUL 2011
Financial planning dealer group Genesys Wealth Advisers has signed up for a further two years with research house van Eyk. Genesys had 283 financial advisers across the nation and a total of $8.9 billion in funds under advice as of May 31, the firm ...

BlackRock adds three senior execs

JOHN MCDULING  |  FRIDAY, 13 AUG 2010
... Qantas Airways. Orla Fisk has also been appointed senior compliance officer, joining the fund manager from Genesys Wealth Advisers, prior to which she headed compliance teams at Challenger Financial Services and Zurich Capital Markets Asia. "Henry, Orla ...