Our team
Our team of wealth advisers has a combined expertise of over 60 years in the industry. Working together with our team of superannuation and insurance administration specialists, you can be assured of friendly and efficient service in relation to your financial affairs.
Derek Young
Joel Evans
Daniel Rossouw
Zoe Shacklady
Administrators
Derek is an experienced financial planning professional with extensive local and international experience. He specializes in investment and superannuation matters, helping clients to achieve their financial goals reliably over time. Derek is an active Blue Mountains Grammar parent and member of its financial committee.
Joel has been advising private clients since 2001 and worked as a private wealth adviser at a major banking group before joining Genesys. He has worked in Sydney as well as in Hong Kong, specialising in wealth creation and tax effective strategies for a range of affluent clients.
Joel worked as a Chartered Accountant before starting his career as a private wealth adviser.
BProc (Law) (UNISA), Postgrad DFP, DFS, CFP(SA)
Private Wealth Adviser
daniel.rossouw@genesyswealth.com.au
Daniel has been providing financial advice to clients since 1994. He started his career in Johannesburg South Africa and gained more than 14 years’ experience working as a financial planner, with the latter half in private practice.
Before moving to Australia, he was employed as senior legal adviser at a major life insurance company, specialising in tax law as well as estate planning and corporate financial planning.
Tracy, Carmel & Lyanne have extensive experience in the administration of superannuation, insurance and investment matters. They are always happy to assist you in your administration enquiries.