Search ResultsShowing 1 - 10 of 97 results for "Genesys"
MLC Wealth shuffles leadership
HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
... from September. Steele previously served at AMP for more than seven years, including as managing director of ipac and Genesys, and as director of AMP Horizons. MLC Wealth chief executive Geoff Lloyd said the business needed experienced leaders to drive ...
Former Westpac adviser ban upheld
KARREN VERGARA  |  FRIDAY, 14 SEP 2018
... Magnitude Group, a subsidiary of Westpac from 11 May 2015 to 11 December 2015. Prior to that, he worked at AMP subsidiary Genesys Wealth Advisers.
ASIC takes financial planner to court
KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... appoint a provisional liquidator for Gordon and his partner's companies. Gordon was previously licensed by AMP's Genesys Wealth Advisers from 2010 to 2014; and Charter Financial Planning between 2005 and 2010. Separately, ASIC is forcing Goldman ...
MLC dealer group lead joins boutique
JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... Bringing more than 18 years' experience in financial services, Fogarty is also the former head of financial planning at Genesys and IPAC Equity Partners. Commenting on his appointment, Fogarty said: Matthew Fogarty said: "The chance to lead a quality ...
NAB to divest MLC
ALEX BURKE  |  THURSDAY, 3 MAY 2018
... space. He said they were downsizing their mergers and acquisitions teams and wrapping up dealer groups, as AMP did with Genesys. "I think it's a pretty strong reflection of their diminished level of appetite for the sector," he said. Advice scandals ...
Royal Commission to grill FPA, AFA
JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Advisers BT Financial Group Charter Financial Planning Commonwealth Bank Dover Financial Planning Association of Australia Genesys Wealth Advisers Hillross Financial Services Millennium 3 RI Advice Group The second round of public hearings will be held ...
Intiger hires global head for AI software push
KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... financial planning licensee networks. He has also worked for AMP Financial Planning, NAB's MLC, Colonial First State and Genesys Wealth Advisers. Initiger Group has also reasserted its commitment to programs announced with three CBA subsidiaries: Commonwealth ...
Robo-adviser appoints new chief executive
DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... advice across all channels and segments. Prasad's career includes senior roles globally for NAB and MLC, AMP and AXA, Genesys Wealth Advisers, Capital Position LLC and most recently KPMG where he held the title of director of asset and wealth management. ...
FOFA breach sees former adviser banned
JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... representative of Westpac subsidiary Magnitude Group from May 2015 to December 2015, prior to which he represented the now-defunct Genesys Wealth Advisers and the Commonwealth Bank's Financial Wisdom network. ASIC decided Atkins failed to act in the ...
AZ NGA appoints Genesys vet as advice GM
ALEX BURKE  |  MONDAY, 8 AUG 2016
... advice, mergers and acquisitions group at AMP and the national manager of the equity program of AMP's former licensee, Genesys Wealth Advisers. Prior to AMP, he worked as the New South Wales state manager at Leveraged Equities/Bendigo Wealth, and was ...
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