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Showing 1 - 10 of 50 results for "Genesys Wealth Advisers"

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... included head of platform innovation and strategy, and head of advice transformation. He also worked at Genesys Wealth Advisers and AXA. Davison was most recently an adviser to the chief executive of Better Trade Off, a Singapore-based fintech developing ...

Ignition Advice chief exits

ELIZA BAVIN  |  WEDNESDAY, 6 JAN 2021
... KPMG Australia for two-and-a-half years. He has also held top positions at Capital Position Ventures and Genesys Wealth Advisers. Ignition has not yet announced any plans for Prasad's replacement. Prasad said he enjoyed working with Ignition and ...

Former Westpac adviser ban upheld

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
... 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
... 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 Sachs ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... 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 in Melbourne ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... 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 Financial ...

Ignition appoints new chief executive

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... 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. His corporate ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... 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 best interests of the clients ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... 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 senior manager ...

AMP wealth earnings down post-Genesys closure

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... previous corresponding period). In its quarterly update, AMP explained this was largely due to the closure of Genesys Wealth Advisers, initially announced in November 2014. The update added that some losses were also driven by "increased investment market ...
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