Genene Wilson

Principal Financial Adviser
AFP® | CPA (FPS) | ADFP | SMSF | Margin Lending | JP | Tax Financial Adviser
Authorised Representative No 383696
Credit Representative No 511144
                                        Click on my image below if you’d like to see my video introduction.

Genene is passionate about helping her clients realise their dreams. Too many people leave their financial future to chance, Genene sees her role as facilitator, educator, mentor, and financial coach – helping clients achieve their financial goals by providing them with clear cut and professional advice, allowing them to take control of their financial future.

Throughout her career Genene has worked with many families and enjoys making a difference in the lives of women dealing with loss through death or divorce, helping them make sense of their financial situation; and has also helped many people moving to the next stage of retirement living and aged care.

Genene has more than 14 years’ experience in the financial services sector. Over the past 8 years, she has specialised in helping busy high-income professional and business clients build and protect their wealth, turning their high cash flow into capital; and plan for retirement or business succession. She has helped multiple generations of families drive commitment to a collective family strategy and stewardship of their wealth. Genene believes having money conversations with kids ensures children are equipped for today’s digital money world.

Genene is a member of the Financial Planning Association of Australia (FPA) and is an AFP®. She is also a member of CPA Australia and is a CPA Financial Planning Specialist and has attained a Bachelor of Commerce. She completed her Diploma of Financial Planning in 2008, Advanced Diploma in 2013 with a focus on taxation and estate planning and is a qualified SMSF specialist.

Genene has also continued her professional development in the areas of lending; she is passionate about serving her clients, ongoing education and professional development and upholding the highest ethical standards.