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.
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.
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 )
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 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.
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
- Adviser status Platinum
- Number of reviews 11
- First year providing advice 2010
- Years of experience 13
- Certified Financial Planner (CFP)
Leading AdviceShop 6, 438 High St
Penrith, NSW 2750
- 9:00am – 5:00pm Monday – Friday
Millennium3 Financial Services Pty Ltd