Our team
The Genesys Kew team offers clients a combined industry experience of over 130 years. The team has complementary and in-depth knowledge and skills to provide "holistic" financial planning advice to you.
Sergio Arcaini
Mal Carde
Robert Marshall
Brett Cox
Fabio Ferro
Anna Purcell
Mark Soliman
Sue Dick
He holds a Diploma of Financial Planning from
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Wealth creation
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Retirement planning
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Self-managed super funds
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Corporate superannuation
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Personal insurances
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Business insurances
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Succession planning
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Estate planning
Mal began his career as a life insurance agent in 1973 and over the next 22 years grew a successful agency.
In 1990, Mal, together with two partners branched out and co-founded a food manufacturing business. Eventually in 1995 he became involved on a full time basis working in the food business .
In 2005, after an absence from the life insurance industry of approximately 10 years, Mal decided to return to the business he so much enjoys and by 2006 had completed the Diploma of Financial Planning.
Financial Planning, over the years has, experienced enormous changes from both government rules and regulations and ever evolving new financial products. Mal brings clarity and simplicity to his clients so that they can fulfil their needs and achieve their goals with understanding and satisfaction.
Certified Financial Planner™, CPA
Authorised Representative
robert.marshall@genesyswealth.com.au
Robert is a Certified Financial Planner™ (CFP) and has specialised in financial planning since 1999. He is a qualified accountant (FCPA) with extensive business experience and a background in corporate accounting. Robert is qualified to advice on a wide variety of financial planning issues including both pre- and post-retirement planning, self-managed superannuation, investment and life insurance. As a member of the Responsible Investment Association Australasia he has a particular interest in SRI (Sustainable Responsible Investment).
Brett has been working as a Paraplanner for the last 5 years at a city based financial planning firm. He holds an Advanced Diploma of Financial Services and recently joined the
Brett enjoys watching most sports especially AFL matches, movies, reading and spending time with family and friends.
Fabio has worked as a Certified Financial Planner in Europe for over 10 years. He has achieved a Masters Degree in Economics and Politics at the Universita` di Pavia and post graduate studies in Financial Markets.
Fabio is married, an animal lover and passionate about motorbikes and sports cars. He enjoys reading, skiing and outdoor activities in general.
For him, financial planning is a powerful way to directly contribute to people achieving their goals.
He specialises in giving advice in the following disciplines:
- Wealth Creation
- Direct Equities
- Retirement Planning
- Personal Insurance
- Business Insurance
- Succession Planning
- Estate Planning
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Anna started working for Chiltern Peak as a teenager, initially working in the school holidays doing the filing.
Anna professional qualifications include a Bachelor of Business (Financial & Risk Management) and Diploma of Financial Services (Financial Planning). She is in the process of obtaining her Advanced Diploma of Financial Services, and to become a Certified Financial Planner.Anna's an animal lover who enjoys sailing, rock climbing, netball and any outdoor sports as well as cooking and relaxing with a good book.She specialises in giving advice in the following disciplines:- Wealth Creation
- Retirement Planning
- Debt Management
- Personal Insurances
- Corporate Superannuation
- Estate Planning
- CALIA+
Mark joined Genesys Kew in February 2005 and has since completed his RMIT Bachelor of Business (Economics & Finance) degree and a Diploma of Financial Services (Financial Planning).
He is currently involved in performing duties such as paraplanning, advising and providing administrative support to the Financial Planners and Insurance Specialists.
Mark is in the process of obtaining his Advanced Diploma of Financial Services and in the future his CFP qualification.
He is an active sport enthusiast, competing in a weekly indoor soccer competition. He also enjoys fishing, football, music and watching movies.
Sue has 30 years of office management and administration experience in the finance sectors. For the last 20 years she has concentrated her career around financial planning, superannuation and insurance, having been employed by both AMP and AXA before joining private practices to develop the client services aspect of their businesses.Sue joined Genesys Kew in May 2006 after re-locating from
She also enjoys walking, travel, movies, good food/wine and great friends.