Meet Our Team

Malcolm Davis

Practice Principal and Senior Adviser


Malcolm has more than 16 years of experience in financial planning, specialising in structural and investment advice. He joined Genesys Wealth Advisers in 2006 and formed Aspire2 Wealth Advisers in 2008. Malcolm has an MBA and Advanced Diploma in Financial Planning.

According to Malcolm, the best part of his job is helping people solve their problems, explaining what is complicated for others, and providing clients peace of mind. The interaction with people from all walks of life is a constant highlight, and he is amazed how you can learn from something from everyone if you just care to listen.
When long-term clients refer their family & friends, you know you are doing the right things with the clients.

Alan Thomas

Senior Adviser


Alan has been a certified Financial Planner for 20 years, working with retirement clients and wealth generators. Alan has a degree in Business and is a Certified Financial Planner. Early in his career, he spent years working with Colonial Mutual, specialising in retirement income streams.

Alan finds his fulfillment in providing clients with a sense of financial security by suggesting an active plan to help them reach their lifestyle goals. For Alan, the most rewarding part of his job is developing close and long-term trusted relationships with clients and being a part of their dreams and financial goals.
We constantly are rewarded when clients tell us how much they appreciate our financial guidance and they feel we have enhanced and secured their financial well-being.

John Bartle

Adviser


John is our youthful and enthusiastic member of the squad. After receiving his degree in Business in 2010 he started his career in financial planning and found out that helping people achieve their specific lifestyle goals and realise their financial possibilities is the thing he enjoys most.

For John, there is nothing like working with clients and leading them to their desired goals and objectives. John thinks that the best part of his job is turning the complicated and stressful situations of his clients into individually tailored and easy to execute strategies of wealth creation that would put his clients back in control of their lives and get them into positive financial outcomes.
I personally invest in my clients’ financial health. I provide them with the support, guidance, and coaching they need to achieve peace of mind, financial security, freedom, and ultimately, a future of their choice.