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Search ResultsShowing 1 - 10 of 14 results for "Paul Roberts"
Milestone Group appoints APAC lead
ALLY SELBY  |  TUESDAY, 8 SEP 2020
... Asia Pacific managing director of Milestone Group, reporting directly to the firm's London-based chief executive Paul Roberts. Milestone Group, which provides advanced software solutions and operational technologies to the funds management industry ...
BT reveals winners of national awards
STAFF WRITER  |  WEDNESDAY, 19 AUG 2015
... awarded Adviser of the Year, while the Practice of the Year award went to SAM Group, headed by Gregory Lourens and Paul Roberts. BT's Rising Star is Nathan Treloar, from Western Australian firm KLW Insurance and Planning. The three winners were licensed ...
Genesys advisers looking at all options following wind up
LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
Advice practices licensed under AMP-owned Genesys Wealth are currently considering all options after the licensee announced yesterday that it would wind up. At the moment, 92 advice firms employing 188 advisers are licensed under Genesys, according ...
AMP to wind up Genesys licence
LAURA MILLAN  |  TUESDAY, 18 NOV 2014
AMP Group will close the Genesys dealer group and will offer practices under the dealership a "smooth transition" to other AMP licensees. An AMP spokesperson confirmed that the group has undertaken "a strategic review of the Genesys business over the ...
Another Genesys executive leaves amid AMP restructure
LAURA MILLAN  |  MONDAY, 19 MAY 2014
Genesys Wealth Advisers head of leaders program and strategic alliances has left the AMP-aligned business, following the redundancies of five other managers in January. Andrew Kennedy has now left Genesys and started a new role as head of distribution ...
Robertson and Wadell out in AMP reshuffle
HARRY PAGE, ALICE URIBE  |  FRIDAY, 17 JAN 2014
Two key AMP financial advice executives have become the first high-profile casualties of yesterday's company restructure announcement . The managing director of AMP-aligned dealer group Genesys Wealth Advisers Paul Robertson and Andrew Waddell, director ...
Wealth Plus Solutions joins AMP's Genesys network
JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
Financial planning business Wealth Plus Solutions and three other advice practices have joined AMPs adviser dealer group, Genesys Wealth Advisers. The other three practices are Rancie McLean, Frontier Financial Group and Palmer Financial, all of which ...
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 ...
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 ...
FPA appoints Rantall to top job
MICHAEL HOBBS  |  WEDNESDAY, 5 MAY 2010
The Financial Planning Association (FPA) has appointed former Godfrey Pembroke managing director, Mark Rantall, as chief executive. Rantall worked at NAB-owned Godfrey Pembroke between 2003 and 2008 where he helped the dealer group transition more than ...
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