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22nd November 2008
 
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Our profile

Genesys has a network of around 370 wealth advisers across Australia. We provide financial services to 100,000 Australians and advise on more than $10 billion of investments and $100 million in annual insurance premiums*.

Our mission: To create belief in lifetime financial planning.

Our vision: To be the pre-eminent wealth advisers in Australia...

  • To become the pre-eminent (premium) financial planning brand in Australia – the preferred choice for discerning advisers and their clients; and
  • To maintain a robust business model – the employer of choice for talented people in the financial services industry and the dealer providing significant value to individual practices.  At the same time, we will provide an appropriate return to shareholders.
 

History

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.

About Axa

Genesys is part of AXA Australia. AXA Australia helps more than one million Australians provide for their financial future. AXA Australia is a member of the Global AXA Group, one of the largest financial services groups in the world with an enviable track record in meeting the superannuation, investment and insurance needs of millions of clients worldwide. The Global AXA Group operates in 50 countries with total Group assets under management, administration and advice in excess of A$2.2 trillion as at 31 December 2007. To learn more about AXA Australia visit http://www.axa.com.au/.

Importantly, we have an ‘arm’s length’ relationship with our parent company. If we recommend a product, it is because that product best suits your goals and circumstances. At no time are we required to recommend particular products.


Integrity

Our policy prohibits our staff, advisers or member firms to accept incentives such as trips or tickets to conferences from providers of financial products.
 
All commissions and fees charged by our advisers will be clearly explained to you before any commitment is made. When it comes to helping you look after your wealth, complete transparency in financial dealings is a must.

*As at 31 December 2007


 



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