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 4.45
  • 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