Genesys advisers raise $1 million for Children First

AMP’s Genesys Wealth Advisers has raised over $1 million for children’s charity Children First Foundation, with a recent surge in fundraising of $51,000 tipping the total raised by Genesys into seven figures since the first donation in 1999.

Children First Foundation aids children from developing and war torn countries to have life changing surgery in Australia and provides funding support for Australian families with disabled or chronically ill children.

Genesys Managing Director Tim Steele said Genesys advisers have been dedicated supporters of Children First since the charity first began and the sponsorship is in the fabric of the Genesys business.

“I know from first-hand experience that Children First is a charity that is very close to the hearts of Genesys advisers.  To reach $1 million in donations is a fantastic achievement and is a reflection of the importance of community for these advisers, with many participating in various ways to assist the foundation,” Mr Steele said.

The $1 million milestone was reached at the recent Genesys adviser conference, where the recipients of its annual adviser recognition awards were also presented.

Sydney-based practice Stanford Brown was awarded Member Firm of the Year for the third year in a row, in recognition of the firm’s strong business strategy and operations, and its commitment to quality advice processes.

Aaron Klumpp from FHM was presented with the Richard Harvey award, which recognises an up and coming adviser who makes a significant contribution to their business and to Genesys, as well as the financial planning profession as a whole.

Peter Audet from Brisbane-based member firm Varria Wealth was presented with the Ballesty Sikkema award, which honours an adviser who is a strong role model and mentor to their peers, their contribution to the profession and strong community links.

“Peter is a strong role model and is clearly passionate about educating young advisers to not only achieve their business goals but to better understand and empathise with a client’s individual circumstances.  This extends to his local community where he generously offers his time to help others”, Mr Steele said.

Genesys firm Pensions Transfers Direct (PTD) was presented with the Powerhouse Award which recognises exceptional productivity, and was awarded to PTD because of their expertise in helping individuals, government institutions and financial planning practices to make informed decisions about a very niche area of advice, which is the transfer of UK pensions.

The Genesys adviser recognition awards are presented annually and recognise advisers who demonstrate professionalism, the delivery of quality advice and commitment to community.