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Genesys Wealth Advisers

250 McCormack Street
CAIRNS
QLD 4870
Australia
07 4032 4567
07 4032 2302
Mike Coleman - Financial Planner
mcoleman@garrisons.com.au
www.genesyswealth.com.au

Member of:
FPA member

License provider:
Bank or insurance company or similar

Dealer Group:
Genesys Wealth Advisers
Level 2 240 Beecroft Road
EPPING, NSW 2121

Minimum annual fees:
$2000.00

Profile

Genesys Wealth Advisors is a busy and successful financial planning group with over 120 offices throughout Australia.

To provide solutions to your financial planning questions we strive to think ‘outside the square’.

Our mission is to provide high-quality lifetime services to clients and their family. Our approach is personal and individual, with community based representatives servicing clients needs.

Genesys Wealth Advisors was established in 1984 by a group of financial planners who found themselves unable to access adequate support services to provide a continually improving service to their clients.

hough Genesys Wealth Advisors is one of the largest financial planning groups in Australia, we strive to be recognised as the best in the industry, not the biggest.

Speciality Details

Garrisons Cairns North through it’s Authorised Representative Mike Coleman provides clients with quality personal advise across the following range:

Retirement planning
Wealth Creation
Pension advice
Lifestyle planning
Listed Securities ( shares etc)
Managed investments
Self Managed Super Funds
Education Funding
Life Insurance
Business Insurance

A Certified Financial Planner, Mike Coleman has worked in the Financial Services industry since 1971- in Cairns since 1991.

Mike is also accredited to give advice to Queensland Police Credit Union members and the National Seniors Association.

Mike is also a qualified Justice of the Peace, and enjoys an active role in outdoor adventure sports.

Investment & Superannuation planning
Superannuation
Corporate Superannuation Advice
Self Managed Super
Comprehensive Financial Planning
Direct Equities/Broking Services
Education Funding

Mortgage
Loans

Remuneration
Combination of fee only and commission based

Risk insurance & Estate planning
Term Life Insurance
Disability Insurance
Income Protection

All care has been taken in the compilation of this directory. However we cannot guarantee the quality of any financial advice given by organisations featured and the listings do not represent a recommendation of any particular organisation. Investors should conduct their own due diligence before proceeding to appoint a financial planner.

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