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Showing 61 - 70 of 104 results for "Genesys"

State winners named in AFA excellence awards

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

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
... and 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 ...

PAC merges with eQuant, names Greg Kirk as non-exec

JOHN MCDULING  |  FRIDAY, 1 OCT 2010
... David Dawson, managing director of PAC. Dawson also announced that the PAC Group had hired the former chief executive of Genesys Group and managing director of AMP financial planning, Greg Kirk, as a non-executive director to assist in guiding the company ...

BlackRock adds three senior execs

JOHN MCDULING  |  FRIDAY, 13 AUG 2010
... Glass Lewis 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 ...

INGIM tackles retail, welcomes regulatory changes

RUTH LIEW  |  FRIDAY, 11 JUN 2010
... market for more staff, including BDMs, as part of its wholesale distribution strategy. The firm also recently hired former Genesys deputy head Jim McKay as head of wholesale business. Billiet said the fund manager's increased resources is their way of ...

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
... [due to 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.

INGIM builds distribution from ground up

MICHELLE BALTAZAR  |  WEDNESDAY, 5 MAY 2010
... market for more staff, including BDMs, as it rolls out an ambitious wholesale distribution strategy to be led by former Genesys deputy head Jim McKay. McKay's appointment was announced today, less than a week since INGIM said it would expand its local ...

NAB a step closer to buying AXA

COMPANY RELEASE  |  WEDNESDAY, 31 MAR 2010
... management and insurance businesses (including the Australian mature business). This includes the advice businesses of ipac, Genesys, AXA Financial Planning and Charter Financial Planning. NAB will be able to use the AXA trademark in Australia and New ...