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Genene Wilson

 Genene Wilson

Share profile:
264 George Street Level 22 Australia Square
Sydney
NSW
2000
AU

Overview CONTACT THE ADVISER

Genene Wilson Genene Wilson

total Reviews

11

Experience

7yrs

Status

Minimum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Genene is passionate about helping her clients realise their dreams. Whether it's planning for an early retirement, turning their high cash flow into capital, or having enough to live comfortably throughout retirement and leaving a lasting legacy, she can provide the strategies and guidance they want.

Genene sees her role as facilitator, educator, mentor and financial coach.

 Genene is an active investor and has more than 15 years experience in the financial services sector. Prior to joining Omniwealth Genene spent 5 years advising HNW individuals (and their families) from the medical and legal professions; as well as executives and other professionals.

Since Genene joined Omniwealth in 2014 she has been working with a range of clients including high income professionals and high net worth individuals and their families. She is enjoying working with younger executives planning for the future and their financial freedom, and Wealth Management and Investors clients with an interest in direct property investment.

Genene is a CPA Financial Planning Specialist, and has attained a Bachelor of Commerce and Advanced Diploma of Financial Planning.

Company:

OMNIWEALTH SERVICES PTY LIMITED
OMNIWEALTH SERVICES PTY LIMITED

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

OMNIWEALTH SERVICES PTY LIMITED
OMNIWEALTH SERVICES PTY LIMITED
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments

Latest Customer Reviews (3 of 11 total)See all

"Genene has excelled on every front as my advisor wearing, as initially requested, not only her professional investment advisory hat but also always remaining aware that I was a single mother and needed a conservative consideration for my future. Genene has fulfilled all my expectations helping me understand the complex world of investments, with patience and respect. I trust her judgment and feel, at all times, her absolute priority which is why I followed her from Perpetual to Omniwealth, which, I believe, says it all."

Virginia, 56-65 2 Mar 2017

"My wife and I have benefited from Genene Wilson's guidance and advice since our initial contact with her. She is a dependable professional who gives pretty solid advice without wasting time on risky adventures. Clients. Asthika and Nagi Chara ( Charawanamuttu )"

Genene Wilson replied:
20 Feb 2017

"Thank you both for taking the time to provide your review and rating. It is very much appreciated an... (See more)"

Asthika, 65+ 19 Feb 2017

"Very Happy with everything that is explained ./ Genene is always happy to help . Have never had a problem talking to Genene I think that she always tries hard to please and been very available. Lyne & Peter 2113"

Genene Wilson replied:
20 Feb 2017

"Thank you Lyne and Peter for your review and rating, it is appreciated. It has been my pleasure ... (See more)"

Lynette & Peter, 65+ 19 Feb 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership

No membership found

Awards
  • No award found
Years of experience
  • 7 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 22 Australia Square
264 George Street, Sydney
NSW 2000 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 4PM

Customer Reviews CONTACT THE ADVISER

  • 9% Negative Reviews
  • 90% Positive Reviews
  • 86% Average Reviews
  • 11 Total Reviews
Virginia, 56-6502 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Genene has excelled on every front as my advisor wearing, as initially requested, not only her professional investment advisory hat but also always remaining aware that I was a single mother and needed a conservative consideration for my future. Genene has fulfilled all my expectations helping me understand the complex world of investments, with patience and respect. I trust her judgment and feel, at all times, her absolute priority which is why I followed her from Perpetual to Omniwealth, which, I believe, says it all."

Asthika, 65+19 Feb 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"My wife and I have benefited from Genene Wilson's guidance and advice since our initial contact with her. She is a dependable professional who gives pretty solid advice without wasting time on risky adventures. Clients. Asthika and Nagi Chara ( Charawanamuttu )"

Genene Wilson replied:
20 Feb 2017

"Thank you both for taking the time to provide your review and rating. It is very much appreciated and it has been my pleasure to work with you over the past 14 months or so. I love it when my clients gain confidence about investing and their strategy decisions."

Lynette & Peter, 65+19 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very Happy with everything that is explained ./ Genene is always happy to help . Have never had a problem talking to Genene I think that she always tries hard to please and been very available. Lyne & Peter 2113"

Genene Wilson replied:
20 Feb 2017

"Thank you Lyne and Peter for your review and rating, it is appreciated. It has been my pleasure to work with you over the years and hear about your retirement plans (perhaps this year Lyne!) and what is happening in your world. I love hearing your stories about travel and the grand kids, and look forward to continuing to advise you on your investments well into the future."

Karen, 35-4517 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Genene Wilson is a very efficient and effective Financial Advisor who communicates extremely well. Genene is honest and reliable and I value her opinion in helping us to be self sustaining in our retirement. Her wealth of knowledge and dedication to us as her clients is phenomenal and I would highly recommend her, and the services of Omniwealth, to anyone. "

Genene Wilson replied:
20 Feb 2017

"Karen, thanks for the review I feel honoured to hear from you that I am efficient, you are the most efficient client I have ever had; that makes my role so much simpler. I was so pleased that we could help you last year when you ran into a few financial road blocks and see you both realise your dream "desert change". I look forward to continuing to help you with your big life goals."

Ian, 56-6517 Feb 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"I am little dismayed it seems every time I come in your computer system has a problem It just seems a little unprofessional as you are dealing with my nest egg, so it leaves with you with some doubts I have to travel 1.5 hours to your office, so it is not something I can do all the time "

Genene Wilson replied:
20 Feb 2017

"Thank you Ian for your frank feed back, it does help us improve our services. I am glad to have been able to reach you in the past few days to explain and apologies for the inconvenience you felt with our transition from one computer software to another. We had anticipated some distractions and minor teething problems, which are all behind us now. The new system has allowed us to improve our advice services and processes and reporting overall. I think as we continue to work together on your strategy and advice you'll see a marked improvement next time you come in. Thank you for your patience."

Mark, 46-5517 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Highly recommend Genene to anybody who is looking for clear advice on wealth creation and all aspects of financial planning"

Genene Wilson replied:
20 Feb 2017

"Thank you Mark. I am so pleased I was able to help you both achieve what could only be described as a very big goal to acquire the business. It's great that it is working out for you, and that you've got everything structured the right way so you can sell the business on when the time is right. All the very best, I wish you every success for your financial future, and look forward to continuing on the journey with you."

Craig, 46-5516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have already recommended Genene to work colleagues, and very excited about our future under her guidance. Looking forward to watching the progress."

Genene Wilson replied:
20 Feb 2017

"Thanks for the recommendation Craig, I look forward to being able to help your work mates, friends and family. It's been great working with you both on strategies to get you to your goals."

Brett, 46-5516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Genene is the best. If I'd met her 20 years ago I'd be retired now (and rich). I can thoroughly and confidently recommend her and her team. "

Genene Wilson replied:
20 Feb 2017

"Thanks Brett, I really appreciate that you have already recommended me to so many of your friends and cohort; and now this glowing recommendation. It's been my pleasure to help you and your family, and of course I can talk first hand about your skills in dentistry, and reciprocate with a recommendation at every opportunity. Here's to many more years working together, we'll until retirement at least!"

charmaine , 56-6516 Feb 2017
Expand
Overall customer rating
25%
- Communication
25%
- Knowledge & Expertise
25%
- Customer Care
50%
- Recommendation
0%

"I thought the service was poor for the price. I got a bog standard computer output. the IT systems at the offices never seemed to work. Genene was always complaining about it but it happened each meeting. the explanations were overly simplistic. I now understand why you get the money up front. I will probably not use very much of the advice. There was a lot of on-selling other over priced services that OMNIWealth offered. moneysoft is a good tool."

Genene Wilson replied:
20 Feb 2017

"Thank you Charmaine for your feedback on our services and the opportunity to address your concerns. I have been trying to contact you since before Christmas without success and realise now that may have been because you are unhappy. I am sorry that we had not been able to connect beforehand to discuss any concerns, however I realise that you are very busy. We have recently transitioned from one software system to another, and whilst we anticipated some distractions and teething problems, it’s unfortunate that a few of our clients were affected. The recent upgrade and improvements we have made to our IT systems have eliminated the problems and improved our advice services and reporting overall. I am sorry that this delayed the delivery of my advice to you in particular and created a poor impression of our systems; I also note that you thought the explanation was overly simplistic, however I prefer to use your valuable time focussing on suitable strategies for you, not administration. You were my first client to receive our newly developed Financial Plan document, which was substantially modernised and included easy to following summaries and pictographs. I’m sorry you didn’t find it appealing, I haven’t had any similar feedback from other clients, but will certainly pass yours on to the developer. This may have made the advice look a little cookie cutter however we take a great deal of time to get to know our clients prior to recommending a strategy, I can assure you your advice is not generic and takes into consideration your personal situation first and foremost. I find your comment about “probably not use very much of the advice” an interesting one. In discussing relevant personal and superannuation strategies and working with you to formulate your bespoke plan, it was evident that your High Growth risk profile aligned with what was required to fill the gap between where you are today and where you want to be in retirement, and therefore growth assets such as property and shares were recommended. Whilst I acknowledge that you have every right to speak to anyone you wish about the advice, as I mentioned quite early in the education sessions, other people aren’t always on the same page as you - they may be at a different stage of life or have different experiences that affect how they think about investing and/or taking on risk. Perhaps in canvassing your friends, family and other professionals you have suffered from some buyer’s remorse, I hope that this will not stop you from executing on your plans as I stand by my recommendations to you. I am dismayed by your comment that “there was a lot of on-selling other overpriced services”. From our first meeting I recall letting you know that we are an integrated services business with you at the centre of all that we do. All of my clients who are busy professionals just like you, love this approach as it saves them a lot of time, and time is money. There is certainly no obligation to use any other of the Omniwealth services if you do not wish to. In your case, you wanted to meet with our property research manager and mortgage broker, both of whom are paid via a commission only if you were to proceed with a purchase, which is paid by the vendor or bank; and a specialist estate planning lawyer who provided a quote. I apologise if you feel you were being upsold or placed under any pressure to buy, however I stand by our team and say that you received a great deal of value added service and research at no additional cost over and above your plan strategy fee. Thank you, Adviser Ratings, for providing a platform for our clients to provide valuable opinion and feedback on our services and the right of response to feedback of concern. Charmaine, again thank you for the feedback, which I will take as an opportunity to improve my services to my clients. I wish you every success for your financial future."

leanne, 46-5516 Feb 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Genene has helped us with all our financial needs"

Genene Wilson replied:
20 Feb 2017

"Thanks for the review Leanne, it's been a pleasure working with you over the past year and a half. I love it when my clients gain confidence about investing and achieving their goals."

andrew, 46-5516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Genene explains things to me in simple terms and is very approachable. "

Genene Wilson replied:
20 Feb 2017

"Thanks for the recommendation Andrew. We've still got some work to do on the implementation, but we're nearly there on the first phase of your plan. Look forward to celebrating in a month or so."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

OMNIWEALTH SERVICES PTY LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
10
Customers

#1
Self Managed Super Funds
STRENGTH
10
Customers

#2
Preparing For Retirement
STRENGTH
9
Customers

#3
Savings Investment
STRENGTH
8
Customers

#4
Estate Planning
STRENGTH
6
Customers

#4
Insurance Protection
STRENGTH
6
Customers

#4
Tax Effective Strategies
STRENGTH
6
Customers

#5
Loan Products
STRENGTH
2
Customers

#5
Small Business Advice
STRENGTH
2
Customers

x

Overall rating

0%

Genene Wilson

Company: OMNIWEALTH SERVICES PTY LIMITED

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Genene Wilson is a member of and in what capacity, the licensee or company of Genene Wilson and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Genene Wilson (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%