Our Vision
“To provide a high quality, personalised financial planning service, where we forge long lasting relationships with our clients, to help them navigate their financial journey”
Our Story
Genus Wealth started its life as Addison Partners Financial Planning, part of the Addison Partners accounting business located in the Hunter region of NSW. After growing into a successful business in its own right, the business changed its name to Genus Wealth in January 2020. We are proud to be a team of quality local professionals, providing a high level of service to our clients. Our clients range from young people who are keen to take an interest in their finances, to those enjoying their retirement.
Our People
Roy Massey
Roy began his finance career in stockbroking, joining Salomon Smith Barney in the late 1990’s. In 2005 he took up an advisor’s position with a boutique financial plannng firm in Sydney, before joining the Genus Wealth business in 2015. Roy is married to Mel and has four children, and a lot of grey hair as a result. He considers himself incredibly fortunate be able to live and work in such a beautiful place like Nelson Bay. He is a cricket tragic.
Kellie Tooth
Kellie joined Genus Wealth in 2017, in the role of client services. Kellie has substantial experience in financial services, after working a number of years at American Express. Kellie has since progressed into the role of paraplanner, assisting the advisors to document and implement their advice.
Lena Peel
Lena joined the Genus Wealth business in 2016, after beginning her finance career with another financial planning practice. Lena is a licensed financial advisor, and holds a Bachelor of Commerce Degree, and a Masters in Financial Planning.
Michelle Johnson
Michelle is our newest team member, joining the Genus Wealth business in 2019. Michelle is our client services officer, always happy to greet our clients with a smile and provide a high level of customer service.