Our financial planning partners have recently changed their name to Venture Financial Advisers and their licence to advise is now under Godfrey Pembroke Limited (GPL) instead of Genesys Wealth Advisers. These changes will not have any affect on the advice and service that you receive from the team, and they look forward to continuing to assist you to build and protect your wealth.
In November 2014, AMP announced the discontinuation of the Genesys Wealth Advisers brand before the end of 2015 and so the Bendigo Genesys team sought an alternative Australian Financial Services Licence (AFSL) under which to continue to provide financial planning services.
It is important to operate under an AFSL which has a solid, long standing reputation and significant resources to support the provision of quality financial services.
After an exhaustive evaluation process, it was decided to leave the AMP group and join Godfrey Pembroke Limited, which is part of the MLC and NAB group of companies, and has been a provider of quality financial planning since 1981. It’s important to note that we whilst we operate under the GPL licensee standards, our business is neither owned nor controlled by GPL, MLC or NAB.
The business is 100% locally owned and operated by the Directors of Venture and AFS & Associates.
The contact details remain the same, although the website and e-mail addresses have changed.
Phone 03 5434 7600
Address 61 Bull Street Bendigo
Office email firstname.lastname@example.org
The team at Venture Financial Advisers welcome any queries in relation to these recent changes.
They also welcome new clients to contact regarding their wide range of financial services:
- Saving and wealth creation strategies
- Retirement planning
- Self Managed Superannuation Funds (SMSF)
- Centrelink advice
- Personal risk insurance
- Business succession planning
- Salary packaging
- Gearing and margin lending
- Estate planning
- Share broking services
- Debt management
- Aged care advice