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

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 ...

BT Wrap makes corporate actions and IPOs easier

... and the number of listed companies has doubled from 2002 to 2005. Sal Hepworth, head of SOLAR Wrap at Genesys Wealth Advisers, said that BT's improved service was a much needed technology solution spurred on by adviser feedback on the issue. "We see ...

Genesys hunts for new Qld firms under BOQ deal

KATE HAGE  |  FRIDAY, 7 APR 2006
Genesys Wealth Advisers (Genesys) has started the search to recruit nine new member firms following the announcement of a new alliance with Bank of Queensland (BOQ). Under the venture, Genesys will provide BOQ's 193 branches with financial planning ...

Perpetual appoints former Credit Suisse platform manager

... worked as the manager of Investment Platforms and the SOLAR Wrap Service for Associated Planners (now Genesys Wealth Advisers). "WeathFocus has attracted strong inflows over the past two years, reaching $5.5 billion under management at the end of September ...

Diamonds win for BT corporate super

... their superannuation review process. "Cochlear worked with Willis Employee Benefits, Australian Arrow with Genesys Wealth Advisers and De Beers with the Heron Partnership," says Peck. "For many employers outsourcing allows them to take a step back, knowing ...
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