About us

Murray Valley Financial Planning (Genesys - Swan Hill office) has been providing high quality financial planning services to the Mallee district since 1999 through our association with Poole & Associates Pty Ltd accountancy firm.

We moved to our current premises at 218 Beveridge Street in January 2002, after outgrowing the downstairs office of Poole & Associates.

We pride ourselves on offering our clients a range of high quality services and financial solutions so you can achieve your needs and objectives.

Through our highly qualified team of professionals, and strong support network, we can provide comprehensive advice on wealth creation, protection and management.
 

About Genesys Wealth Advisers

Genesys has a network of around 350 wealth advisers in 130 practices across Australia, providing financial services to around 100,000 Australians, advising on more than $8 billion of investments and $80 million in annual individual risk insurance premiums (as at 31 March 2009). Genesys has the experience, the knowledge and resources to manage your wealth.

Your wealth adviser has access to the strength and resources of Genesys’ high quality investment and economic research, risk insurance and financial strategists along with powerful software tools to help establish and manage your investment portfolio. The end result is a powerful team working to build and enhance your wealth.

Genesys wealth advisers you can rely on