Announcement on Wealth Management Services
The Federal Government yesterday announced that they are going to overhaul the financial advice system so as to improve the trust and confidence of investors in the financial planning sector. See The Hon Chris Bowen MPs press release dated 26 April, 2010 http://mfsscl.treasurer.gov.au/DisplayDocs.aspx?doc=pressreleases/2010/036.htm&pageID=003&min=ceba&Year=&DocType=
Significant changes in the financial services industry have been likely for 6 to 12 months. In view of this we have been reviewing our arrangements for the delivery of quality financial planning advice, risk insurance and other services with our existing service providers.
We have decided that in view of the likely changes to legislation already announced and those pending, that we will provide these professional services through our own entity called 360 Wealth Management Pty Limited and the dealer group will be Genesys Wealth Advisers. We have employed an experienced financial planner and risk insurance adviser to deliver services to you and work with us to develop strategic solutions for your circumstances. We are also able then to provide you with a more integrated solution and “Complete Package” within the one office and location.
Genesys was established in 1984 with a nation-wide office network and is among the most respected financial planning services in Australia for high ethical standards, employment of qualified planners and its desire to be the best, not necessarily the biggest.
We encourage you to use the following services so that your affairs can be integrated as much as possible:
Wealth Management
|
|
We will also continue to provide the already existing services of accounting, taxation and advice together with lending for personal, investment and business needs.
If you have any questions regarding these changes, then please do not hesitate to contact either Chris or Peter.
.jpg){kind=logo}
