Search Results | Showing 1 - 10 of 69 results for %22Genesys Wealth Advisers%22 |
| | ... Pacific to AMP and, before that, the integrations of ipac Securities, Challenger Financial Planning and Genesys Wealth Advisers, and Sterling Grace. "... Ian will play an integral role in enhancing the customer experience and reviewing our touchpoints ... |
| | | ... ceased in August 2017, according to the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning. |
| | | ... million. He was also instrumental in the merger of Challenger's Garrisons Financial Planning to form Genesys Wealth Advisers, serving as the group's inaugural chief executive. Fortnum chief executive and managing director Neil Younger said: "Ray ... |
| | | ... national network manager at Capstone Financial Planning. She also worked at ING, AXA, Bendigo and Adelaide Bank, Genesys Wealth and AMP. ASX-listed Clime Investment Management acquired Madison in June 2020. At the time, Madison had about 100 advisers ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... subsidiary of Westpac from 11 May 2015 to 11 December 2015. Prior to that, he worked at AMP subsidiary Genesys Wealth Advisers. |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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