Genine Cowell
FChFP, Bach of Bus ( Bank & Fin)
I have been a financial planner since 1999, prior to this I worked in a number of financial institutions in management. Kismet is dedicated to working with the local community.
I am a keen supporter and sponsor of a number of community organisations such as:
- Vision Australia
- Whittlesea Community Choir
- Asthma Foundation
- Various community activities and fundraising throughout the year
- Cancer Council
- SES
Advice I specialise in
- Retirement planning
- Financial planning
- Small business advice
- Banking solutions
- Investment planning
- Superannuation
- Wealth management
- Wealth protection
- Group insurance
General advice I provide
- Estate planning
- Salary packaging
- Debt management
- Company insurance
Qualifications
- Advanced Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
- Bachelor of Business (Banking & Finance- Monash University)
- Currently studying for Masters of Financial Planning.
- Currently studing Masters in Wellness.
- Self Managed Superannuation funds
Memberships and Associations
- Association of Financial Advisers (AFA)
- AMP Financial Planners Association
Experience
- Financial Planner with AMP since 1999
- Credit Union & Banking Industry since 1987
- Development Educator (DE) with Credit Union Industry since 1993
- Founder of DE Support group in Victoria & member since 1993