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Genesys Wealth Advisers
PO Box 1890
NORTH SYDNEY
NSW 2059
Australia
02 9922 6155
Jean Paul Scamps - Financial Adviser
jpscamps@genesyswealth.com.au
Financial Planners at this office Click here
Other memberships:
Securities Institute of Australia
Licence provider:
Self licensed or privately owned group
Dealer Group:
Genesys Wealth Advisers
Level 2 240 Beecroft Road
EPPING, NSW 2121
Profile
Genesys has a network of over 400 wealth advisers across Australia. We provide financial services to around 100,000 Australians and advise on more than $8 billion of investments and $100 million in annual insurance premiums.
Our mission: To create belief in lifetime financial planning.
Genesys was created when two of Australia’s most established and respected financial planning firms, Garrisons and Associated Planners, merged in 2004. During an extensive process a new name was chosen — Genesys. This name honours the strong reputation of the two firms while reflecting a new beginning for financial planning in Australia.
Speciality Details
Our service
In addition to our membership of the FPA, Genesys holds Australian Financial Services Licence Number 232686.
This means our wealth advisers can recommend investments and risk insurance (life, disability, trauma and income protection) from an approved list that includes a broad range of leading financial institutions from Australia and overseas.
Genesys wealth advisers also have access to a comprehensive range of investment management services covering investments, superannuation and retirement. This way, you receive regular, easy-to-understand consolidated reports on your investments. It also provides our advisers with a powerful tool to regularly analyse and review their clients’ portfolios to ensure that they continue to meet their investment needs.
Our comprehensive range of services can help you create, manage and protect your wealth. They include:
- Personalised investment portfolio construction
- Retirement planning
- Redundancy advice
- Superannuation
- Pension and allowance maximisation
- Estate planning
- Life insurance
- Access to buying and selling shares
- Investment advice, review, reporting and implementation
Superannuation
Corporate Superannuation Advice
Comprehensive Financial Planning
Mortgage
Loans
Remuneration
Combination of fee only and commission based
Risk insurance & Estate planning
Term Life Insurance
Disability Insurance
Income Protection
Financial Planners at this office
Jeff Hudsonjeff.hudson@genesyswealth.com.au
Phone: 02 9922 6155
