Our team
Advisers:
Brett Cribb
Ross Munro
Stephen Nicholas
Brett has been providing financial advice to clients since 2000.He specialises in giving advice in:
- wealth creation;
- retirement planning
- life insurance and personal risk management; and
- corporate superannuation.
He also offers specialist advice in:
- estate planning;
- self-managed superannuation funds;
- direct equities (listed shares); and
- business insurance and succession planing.
Brett's professional qualifications include a Bachelor of Engineering and he holds a Diploma of Financial Planning through the Financial Planning Association of Australia. Brett is a member of the Australian Institute of Mining and Metallurgy and Finsia (Financial Services Institute of Australia)
Brett's Authorised Representative Number issued by ASIC is 239372.
Brett's Authorised Representative Number issued by ASIC is 239372.
Ross has been providing financial advice to clients since 1990. He specialises in giving advice in:
- wealth creation;
- retirement planning;
- life insurance and personal risk management; and
- corporate superannuation.
He also offers specialist advice in:
- estate planning;
- self-managed superannuation funds;
- direct equities (listed shares); and
- business insurance and succession planning.
Ross' professional qualifications include a Bachelor of Commerce and a Masters in Business Administration. He is also a Chartered Accountant and a Certified Financial Planner.
Ross' Authorised Representative Number issued by ASIC is 239526.
Ross' Authorised Representative Number issued by ASIC is 239526.
Stephen Nicholas
DFP, Grad DApp Fin & Inv, B. App Sc, Grad D Ag Ec
Authorise Representative
stephen.nicholas@genesyswealth.com.au
DFP, Grad DApp Fin & Inv, B. App Sc, Grad D Ag Ec
Authorise Representative
stephen.nicholas@genesyswealth.com.au
Stephen has been providing financial advice to clients since 2002. He gives advice in:
- wealth creation;
- retirement planning;
- life insurance and personal risk management; and
- corporate superannuation.
He also offers specialist advice in:
- estate planning; and
- business insurance and succession planning.
Stephen has a Graduate Diploma in Financial Planning and has also completed the necessay courses for his areas of advice. He has also completed a Graduate Diploma in Applied Finance and Investments, a Bachelor of Applied Science and a Graduate Diploma in Agricultural Economics.
Stephen's Authorised Representative Number issued by ASIC is 281149.