You are here: International Centre for Financial Services > Career Opportunities

Print View Login

Career Opportunities

Genesys Wealth Advisers

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 $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.

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 chose - Genesys. This name honours the strong reputation of the two firms while reflecting a new beginning for financial planning in Australia.

Genesys is the holder of an Australian Financial Services Licence, number 232686, and a Principal member of the FPA.

For more information on career opportunities with Genesys, please contact:

Terry Forrester
Manager Recruitment - Southern Region
(08) 8228 3200


*As at 31 December 2006

Lifeplan Funds Management

Lifeplan Funds Management is a specialist investment business, operating in national niche markets with its head office in Adelaide.

With over $1.6 Billion in finds and assets under management, Lifeplan is a leading provider of investment bonds, education investment funds and funeral investments. Lifeplan employs around 150 people, and has branch offices in Melbourne, Sydney and Brisbane.

For more information on career opportunities with Lifeplan please contact:

Sandra Gazzola
HR Co-ordinator
(08) 8236 4728

Financial Wisdom

Financial Wisdom Limited is a financial planning organisation that has built a reputation for 'considered thinking' in offering financial advice.

We are part of the Commonwealth Bank Group and have been a respected name in financial planning for over fifteen years. We are also a principal member of the Financial Planning Association of Australia (FPA), the recognised industry body of the financial planning industry.

Financial Planners own and operate their own business, but rely on Financial Wisdom to authorise them to provide financial planning advice to customers as well as provide these advisers with a range of services to support their business.

Financial Wisdom Principals (Business Owners) typically offer career opportunities for:

• Administrative roles
• Paraplanners
• Financial Advisers

In addition, opportunities exist for:

• Career development and further on the job training
• Access to fund manager training and professional development
• The longer term opportunity to own and run your own financial planning business

For more information, please contact Debbie Rumbelow on (08) 8418 5778

Professional Investment Services Pty Ltd

Professional Investment Services (PIS) consists of over 1500 advisers and over 1000 associated accountants. This provides ample opportunities for graduates to gain positions in either Accounting or Financial Planning disciplines. Despite the slowing of global economies, our company continues to grow, notably in the areas of Insurance Advice and Accounting.

The PIS Network Education operation has only recently been implemented and is now being recognized as a great opportunity for our advisers to develop their practices.

The network is welcoming students to take on work experience opportunities as well as part time or full time employment. Throughout the past financial year the Education Department has placed over 30 students in our network. Currently we have a high demand for students looking to work in Northern NSW (Grafton and Maclean), North Queensland, Sydney and Melbourne. Any students interested in locating in these regions are encouraged to send through their contact details to Georgia Nides to ensure you receive invitations to information sessions and job opportunities.

The Professional Investment Services Insight Program, designed especially for graduates, will now be offered to students in all states. This will enable students to attend a free workshop to gain an insight into the role of a Financial Planner, Risk Adviser and Accountant and how they work together to benefit of the client. The program will also give an overview of compliance, client contact and identify how students can take the next step to enter the industry. In addition, students have the opportunity to network with the PIS management to create key relationships to assist them in the development of their careers. This initiative is an integral part of PIS' combined efforts to create a pathway for aspiring students nationwide to enter the Financial Planning and Accounting profession.

Download details on the next Insight Program information session. (pdf 61kB)