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Showing 51 - 60 of 104 results for "Genesys"

Paragem FUA reaches $1.9bn after new mergers

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... under advice. It will operate under the Paragem AFSL with three authorised representatives. Howard Querido, formerly a Genesys practice under the name of Cameron Renshaw, has merged with Dolfinwise, an existing practice of Paragem. The combined entity ...

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
... appointment with all 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 ...

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
... Financial Services' aligned financial planning network comprises AMP Financial Planning, Charter Financial Planning, Hillross, Genesys Wealth Advisers and ipac.

FICAP's Wannabe Rockstars a huge hit

RACHEL DAVIS  |  THURSDAY, 22 MAR 2012
... Management, AMP Capital, Bennelong Funds Management, BlackRock, BNY Mellon, BT Investment Management, Challenger, Count, Genesys, IOOF, Ironbark, Macquarie, MLC, Morningstar, Pinnacle Investment Management, Profusion Group, RARE Infrastructure, Schroders ...

Wannabe RockStars take to the stage for annual fundraiser

RACHEL DAVIS  |  WEDNESDAY, 21 MAR 2012
... Management, AMP Capital, Bennelong Funds Management, BlackRock, BNY Mellon, BT Investment Management, Challenger, Count, Genesys, IOOF, Ironbark, Macquarie, MLC, Morningstar, Pinnacle Investment Management, Profusion Group, RARE Infrastructure, Schroders ...

Financial services digging deep for FICAP

RACHEL DAVIS  |  FRIDAY, 3 FEB 2012
... Aberdeen Asset Management, AMP Capital, Bennelong Funds Management, BlackRock, BT Investment Management, Challenger, Count, Genesys, IOOF, Ironbark, Macquarie, MLC, Morningstar, Pinnacle Investment Management, Profusion Group, RARE Infrastructure, van ...

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... of 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
... Sparkes 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 ...