We provide tailored financial advice aimed to guide Australians towards their financial goals and objectives. These objectives range from a broad range and often include wealth creation plans, providing for retirement, protecting the family, estate planning, minimizing tax, maximizing Centrelink entitlements and many more.
Our comprehensive financial planning services ensures our clients have the peace-of-mind of controlling their current financial position and confidence in what their future will encompass. We help to guide our clients to achieve financial freedom.
Our Dedicated Staff
Director and Financial Planner
Emilio has 12 years of experience as a financial adviser and is very passionate about the industry. He holds a double degree in a bachelor of business and has completed his CFP the highest designation you can achieve as a financial adviser.
He strongly believes that as he is providing advice on Australians hard earned money that you should endeavour to be the most qualified and informed as you can be.
He founded Intergenerational Wealth on his vision to assist his clients not only for their entire journey, but to create wealth creation structures so it flows onto their future generations. He enjoys providing holistic financial planning advice, as he believes each individual client should be looked after in their entirety. He is extremely passionate on long term sustainable investments and asset protection methodologies, self-managed super funds and retirement planning.
On a personal level Emilio is an avid sports fan and particularly loves AFL footy, golf & cricket. He is happily married and is looking forward to starting a family in the near future.
Director and Financial Planner
Dean is a Director and Financial Planner with Intergenerational Wealth. He has more than 16 years experience in financial services and the banking and finance sector. Dean holds a suite of qualifications within the industry, an Advanced Diploma of Financial Services (ADFS), Diploma of Banking and Finance and he is a SMSF Specialist Adviser. Dean is also a member of the Financial Planning Association of Australia.
Dean’ s passion is ensuring clients are prepared for retirement and that they are able to meet their income needs throughout retirement through the use of their own investments and maximising Centrelink benefits if available. Dean also looks to work with clients to allow them to meet, grow and protect their wealth through the use of personalised budget and expense tracking tools.Dean aims to be the person that all his clients go to when they have a financial concern.
On a personal level Dean is married with 2 kids and loves spending time with his family and friends. Dean is a keen runner, an avid sports fan and particularly enjoys the AFL supporting the Melbourne Demons.
Client Services Manager
Tanya commenced her career in the Finance industry in 2003, working for one of Australia’s leading banks. She has over 12 years of experience in finance and dealing with clients.
She has a big family ethic, happily married and a proud mother of her bubbly young son. After taking a break from finance for a couple of years due to maternity leave and working in an admin role for a transport company, she has returned to the finance industry and her true passion for helping people in a Client Services role for Intergenerational Wealth.
Tanya prides herself on providing exceptional customer service and getting things done.
Executive Paraplanning & Services Partner
With 25 years of working in the Financial Services Industry, 16 years specifically relating to the area of Financial Planning, Ricki-Lee has gained accreditations in ADFS & SMSF.
Ricki-Lee’s career has enabled her to develop a diverse range of skills in Business Administration, Practice Support, Advice Assurance and Compliance.
Prior to joining Executive Paraplanning & Services Ricki-Lee spent 8 years specialising in the area of compliance where she worked closely with key stakeholders. Her role included presenting at Professional Development / Conferences, the auditing of adviser client files and providing training to advisers and their staff on compliance processes.
Our philosophy at Intergenerational Wealth is to provide holistic advice to everyday Australians. We pride ourselves on using a transparent fee structure and ongoing service proposition to keep your plan on track and meet your goals.
We believe it is paramount to get to know you and your family and to create a financial road map to obtain your family’s goals.
We believe it is important for the entire family’s involvement to create sustainable wealth for generations. A fundamental aspect of this is to implement the correct financial and estate plans.
Our four main areas of focus are helping you and your family to: