Wealth Management
Wealth management is about giving you support and guidance on the best way to manage your finances — from debt management and investing, to protecting your family in case something happens to you. The right advice from the right people will help you achieve your goals, whatever they may be.
At Bank of Queensland, we can refer you to Genesys Wealth Advisers Ltd should you require wealth management, financial planning and risk management advice.
About Genesys
Genesys has a network of over 400 wealth advisers across Australia, providing financial services to around 100,000 Australians and advising on more than $8 billion of investments and $100 million in annual insurance premiums1.
Genesys was created when two of Australia’s most established and respected financial planning firms, Garrisons and Associated Planners, merged in 2004.
Genesys is part of AXA Australia. AXA Australia is a member of the Global AXA Group that operates in 50 countries with total Group assets under management, administration and advice in excess of A$2.2 trillion2.
To book an initial consultation with a Genesys wealth adviser, please contact your local branch or business banking manager.
1 As at 31 December 2005
2 As at 31 December 2007
Wealth and financial planning advice is provided by Genesys Wealth Advisers Ltd, ABN 20 060 778 216, AFSL No. 232686, principal member for the Financial Planning Association.
Bank of Queensland can refer you to a Genesys Wealth Advisor, however the Bank cannot provide you with any financial planning services or advice. The information above has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of any advice before acting on it.