Genene Wilson

Finesse Financial Advisers

Gold
12 Yrs Experience
Penrith, NSW 2750
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 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 servicing her clients, ongoing education and professional development and upholding the highest ethical standards.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.30
  • Number of reviews 11
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Finesse Financial Advisers

331 High St
Penrith, NSW 2750

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

FYG Planners Pty Ltd

AFSL 224543

4.30
11 Reviews
5
4
3
2
1
4.30
Clear communication
4.30
Knowledge & expertise
4.45
Customer care
4.20
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"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 )"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

5.00

"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"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

4.00

"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"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

5.00

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

5.00

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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!"

1.25

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

4.00

"Genene has helped us with all our financial needs"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Genene Wilson profile photo

Genene Wilson responded on February 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."

Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2020

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Taxation and Estate Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
Associate
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