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Showing 31 - 40 of 63 results for "Genesys Wealth"

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... three 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 ...

Towers Watson Investment adds to research team

RACHEL DAVIS  |  TUESDAY, 13 SEP 2011
... joins the investment team where he will focus on Australian equity research. Sparkes' most recent role was with Genesys Wealth Advisors where he worked as an investment research analyst. "I'm delighted to welcome Brian to our team," said Graeme Miller ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... director, 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 ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Professional 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 ...

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 ...

Adviser banned for life

ALISON BEVEGE  |  TUESDAY, 22 FEB 2011
... control of their money. Carll came undone in 2010 soon after he began representing $9 billion industry heavyweight Genesys Wealth Advisors. He had operated under their license for about three months, through then-employer Clark Greenham Financial Services ...

BlackRock adds three senior execs

JOHN MCDULING  |  FRIDAY, 13 AUG 2010
... and 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 ...

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
... the changes] because it's been a gradual move," he said. AXA has more than 1,600 financial planners across ipac, Genesys Wealth Advisers, Jigsaw, Charter and AXA Financial Planning.

ING buys 20pc stake in Fortnum

PRESS RELEASE  |  THURSDAY, 11 MAR 2010
... Financial Group but Miles said the backing will not affect the practice's business structure. Ray Miles, former Genesys Wealth Advisers managing director and now executive chair at Fortnum, said the institutional backing will not compromise the business' ...

Saint appointed chief executive at Genesys

COMPANY RELEASE  |  WEDNESDAY, 18 NOV 2009
John Saint has been appointed chief executive at Genesys Wealth Advisers after existing chief executive, Greg Kirk, announced he is stepping down from the role. Saint is currently head of ipac business partnering at ipac Securities and since joining ...