GENESIS FINANCIAL PARTNERS - Key Persons
Alka knows what truly drives successful solutions is how well you connect with and understand the people you're trying to help. Her strength is modelling and strategic planning; applying empathy and technical understanding in equal measure to help clients take a set of goals from concept to reality.
She is a Macquarie University merit scholar, with degrees in Economics and Finance, a Diploma of Financial Planning and a penchant for both fusion cooking and the Indian Cricket team.
Job Titles:
- Employee Benefits Consultant
Ken's expertise is structuring corporate superannuation and employee benefit packages. From detail-driven planning to in-depth staff information sessions, he applies more than 30 years' worth of knowledge with the utmost care for key business outcomes and individual employee circumstances.
Ken has a long-term love for football (soccer) - if not in the stands watching his sons play in the NPL, he can usually be found at the beach with his dogs.
Kim has been working in the Financial Planning Industry for more than 15 years. A Fellow of the Chartered Insurance Institute UK, she holds a Diploma of Financial Planning. She is bilingual, with an unmistakable French accent.
Kim works closely with Genesis Advisers to prepare and implement individual and group risk insurance advice and is responsible for the active monitoring of our client service standards.
When not at work, she enjoys baking and interior decorating.
Job Titles:
- Managing Director
- Founding Partner of Genesis
Phil is the founding partner of Genesis, working closely with busy executives and large corporations who demand a high level of service, knowledge, and professionalism.
More than 35 years' experience in the financial services industry (coupled with the benefit of life experience) have helped build his legacy as our client's first choice for all important decisions.
When not at work, Phil enjoys golf, hurtling down a well-groomed ski slope, spending time with his grandchildren and watching the NZ rugby union team win.
Sue has been part of the team since day one (the genesis of Genesis).
She specialises in complex group insurance plans, working closely with corporate HR teams to deliver value and coverage. From onboarding and underwriting to claims and continuation options, Sue's intimate working knowledge of group insurance structure and processes is second to none.
She is driven by the opportunity to help clients understand and make the most of their insurance entitlements.
He believes meaningful outcomes can only be achieved by focusing on the client's need - ninety-nine percent of the time a simple solution is all that's required. Focused, dependable and adaptable, Wilton is dedicated to supporting people from all walks of life on their journey to financial freedom.
Outside work, Wilton is busy restoring vintage cars, planning his dream house in Japan and working on his latest engineering project in his garage.