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Showing 41 - 50 of 54 results for "Genesys Wealth Advisers"

AXA buys Challenger's Genesys

RUTH LIEW | WEDNESDAY, 4 JUN 2008

... industry is set to escalate with today's $150 million purchase of Challenger's financial planning business Genesys Wealth Advisers and proprietary platform Synergy. The deal, which is expected to be finalised on 30 June, will see AXA's nearly 1300 strong ...

Genesys consolidates two practices

MICHAEL HOBBS | TUESDAY, 11 MAR 2008

Two firms under the Genesys Wealth Advisers umbrella have joined forces to form Aspire2. Genesys has boosted its stake in member firms within the group after completing a deal with Perth based financial practice Aspire2. The transaction included a combination ...

AWM hires three

... practice manager at both Commonwealth Financial Planning and AMP Financial Planning. Holmes was formerly with Genesys Wealth Advisers while Ebeyer was a financial planning manager at Commonwealth Financial Planning in Melbourne. The appointments take ...

Challenger FP strengthens operations

MICHAEL HOBBS | MONDAY, 8 OCT 2007

... Group and Westpac Financial Planning. The financial planning division of Challenger is an amalgamation of Genesys Wealth Advisers and Synergy Capital Management.

Genesys chooses preferred insurers

HAMISH MADDEN | TUESDAY, 26 JUN 2007

Genesys Wealth Advisers has partnered with four preferred group insurers - Aviva, CommInsure, Macquarie and TOWER - in a bid to leverage improved outcomes for all parties. Genesys head, Andrew Creaser, said the preferred supplier relationships would ...

PIS' Edmondson wins 2006 AFA Adviser of the Year

HAMISH MADDEN | WEDNESDAY, 1 NOV 2006

... Daily of PIS, Adam Smith of Charter Financial Planning, Paul Stott of Tandem, and James Walker-Powell of Genesys Wealth Advisers.

Henry Financial Group joins Genesys

HAMISH MADDEN | WEDNESDAY, 25 OCT 2006

... Planning Association (FPA) director Leonie Henry's advice business, the Henry Financial Group, has joined the Genesys Wealth Advisers network. Brisbane based Henry Financial Group has been in business for 20 years but Leonie Henry said moving to join ...

ASIC bans ex-Genesys adviser

... Commission (ASIC) has banned financial adviser, Mark Leigh Clifton, a former authorised representative of Genesys Wealth Advisers, from providing financial services for 10 years. Clifton was a NSW-based authorised representative of Genesys Wealth Advisers ...

XPLAN in demand

HAMISH MADDEN | FRIDAY, 25 AUG 2006

... development events for the XPLAN business, including the "very successful" implementation of the platform to Genesys Wealth Advisers, the widespread acceptance of XPLAN's online model and centralised management systems and the announcement of an agreement ...

Migrating a UK pension easier with good advice

ALEX DUNNIN | TUESDAY, 15 AUG 2006

... likely to have UK transitions on their mind when they arrive. Pension Direct Transfers is part of the Genesys Wealth Advisers network but also works with other adviser groups and super funds on a quasi-wholesale basis. Ford said that to date they have ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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