Emilio Bangit

Emilio Bangit

Founder Director and Financial Planner
I have been advising since 2005 as a financial adviser, and I am very passionate about the industry. I hold a double degree in a Bachelor of Business and have completed my CFP the highest designation you can achieve as a financial adviser.
I strongly believe that as I am providing advice on Australians hard earned money, I endeavour to be the most qualified and informed as I can be.
On a personal level I am an avid sports fan and particularly love AFL footy, golf and cricket. I am happily married and have 2 young bubbly boys.

Financial Services Guide (FSG) Adviser Profile - Emilio Bangit

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Dean Agresta

Director and Financial Planner
Dean is a Director and Financial Planner with Intergenerational Wealth. He has more than 20 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.

Financial Services Guide (FSG) Adviser Profile - Dean Agresta

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Joseph Scarmozzino

Director and Financial Planner
I have been advising since 2002 within the financial services industry, and I am passionate about providing quality advice to my clients, helping them meet their goals and objectives. I hold a Bachelor of Finance with Honours as well as being CFP Accredited. I have recently successfully completed the Financial Adviser exam through FASEA.
I specialise in Pre-Retirement & Retirement planning along with Wealth Protection advice. My passion is working with my clients to ensure they meet their retirement goals, ensuring they have sufficient income to live the retirement they deserve. Additionally, I provide advice on creating wealth and protecting wealth in the event of an unforeseen injury or illness.
Personally, I am married with two children, James and Olivia and love spending time with my family and friends. I am a keen AFL supporter and enjoy a game of golf on the weekend.

Financial Services Guide (FSG) - Joseph Scarmozzion 

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Damien Basile

Director and Financial Planner
DFP, BBus
I have over 14 years’ experience within the financial services industry, and I am passionate about providing quality advice to my clients, helping them meet their goals and objectives. I hold a Bachelor of Business and a Diploma in Financial Planning.
I have recently successfully completed an additional Ethics & Professionalism course and Financial Adviser exam through FASEA.
I specialise in Pre-Retirement & Retirement planning along with Wealth Protection advice. My passion is working with my clients to ensure they meet their retirement goals, ensuring they have sufficient income to live the retirement they deserve.
Additionally, I provide advice on creating wealth and protecting wealth in the event of an unforeseen injury or illness. Personally, I am married with a daughter Sophia and love spending time with my family and friends. I am a keen AFL supporter and enjoy a game of golf on the weekend.

Financial Services Guide (FSG) Adviser Profile – Damien Basile

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Bec Robinson

National Practice Manager
Bachelor of Commerce (Finance and Economics) Adv Dip Financial Planning
Bec is the National Practice Manager at Intergenerational Wealth, she has more than 20 years experience in the finance industry, with 8 of those years working as a Financial Planner. Bec holds a Bachelor of Commerce degree (major in Finance and Economics) and an Advanced Diploma of Financial Planning.
Bec has had many various roles in financial planning over the years. Her passion lies with helping customers with their personal protection needs and retirement planning as well as upholding stringent compliance standards.
On a personal level, Bec has two beautiful children and loves to spend time with them outdoors doing things like paddleboarding, surfing, hikes, sailing and beach walks. She loves spending quality time with close friends and family and loves to go to gym, do yoga, meditate and cook nice meals with her girls at home.

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Danielle Lowry

Senior Paraplanner
Paraplanner DFS (FP)
Danni has worked in the financial services industry since 2001 when she joined the RetireInvest team in a marketing role.
Since joining the team Danni has worked in a number of roles including Client services, paraplanning and advising. It is, however, her current role as Office Manager and Paraplanner that she loves.
Danni has completed her Diploma of Financial Services (Financial Planning).

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Tania Hudson

Senior Financial Planner AFP® JP GradDipFP AdvDipBus(Acc) SF FIN
Tania has over 16 years’ experience as a financial advisor, with a further 20 years’ experience in the financial services industry. Tania is passionate about providing quality advice to her clients, helping them meet and achieve their goals and objectives as they move through their life stages.
Tania holds a Graduate Diploma in Financial Planning and an Advanced Diploma of Business (Accounting) and is working towards completing a Masters in Financial Planning. Tania has also recently successfully completed the Financial Advisor exam through FASEA. Tania is also a member of the Financial Planning Association of Australia. Tania specialises in pre- retirement and retirement planning, self-managed super fund advice, margin lending and wealth protection advice. Tania is extremely excited to bring the Intergenerational Wealth model to her current and new clients in Tasmania.
On a personal level, Tania lives in Kingston Tasmania, where she shares her house with her partner and her three fur babies, a Pomeranian, American Staffordshire and Bengal cat. Together with her partner, Tania enjoys travelling, cooking amazing food at home, spending time with family and friends, competitive pistol shooting and motorbike riding when the weather allows.
Financial Services Guide (FSG) Adviser Profile – Tania Hudson 
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Evan Gilhome

Associate Adviser
BB (Econ & Fin) , MAppFin
Evan has more than 18 years of experience in financial services. Focused on investment product distribution and leading national sales teams, over the years Evan has built a strong reputation as a retirement income specialist.
Evan holds a Bachelor of Economics & Finance, a Masters in Applied Finance from Macquarie University and is currently completing his Graduate Diploma of Financial Planning.
With a passion and desire to help Australians with their financial goals, Evan made the life changing decision in 2023 to transition into advice. He is thrilled to join Intergenerational Wealth, learn from the team whilst also bringing a unique perspective from his diverse range of experience.
On a personal level, Evan and his wife Nikki have two beautiful children that mean the world to them. Evan is an avid fan of all sports, especially AFL and he loves spending his weekends hanging out with family and friends.

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Rick Williams

Risk Insurance Specialist
Dip Financial Planning (Financial Services)
Meet Rick, a Financial Adviser specializing in Life Insurance Advice since 1995. Having worked extensively with Life Insurance, Total & Permanent Disability Insurance, Trauma Insurance, Income Protection Insurance, Business Succession, and Key Person Insurance, Rick is committed to collaborating with clients to develop strategies for managing their insurance affairs.
Rick believes in guiding clients through every step of their insurance journey, ensuring clear explanations and plain language to facilitate educated decision-making. His aim is to empower clients to protect their families and achieve their lifestyle goals.
On a personal level, Rick enjoys fishing and renovating houses. Married with four grown children and two dogs, he also follows the mighty bombers and hopes to reel in a few fish along the way. 

Financial Services Guide (FSG) Adviser Profile – Rick Williams 

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Helen Buhagiar

Paraplanner
Helen comes to the team with extensive knowledge in the banking industry where she has done various roles. She moved across to financial planning in 2004 and supported various financial planners within the bank.
Helen secured a role with Retire Invest Melton in 2015 where she progressed to junior paraplanner working alongside Danni Lowry and attained her Diploma in financial planning.
In 2017, Helen moved to sunny Qld, once again securing a financial planning and a banking role. Upon her return to Victoria in 2020 she joined the team at Intergenerational Wealth.
On a personal level Helen has four son’s and enjoys spending time on her country property with her family and her dogs. Helen is currently pursuing her interest in photography and undertaking a photography course.

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Ashley Wight

Reception
Ashley joined the Intergenerational Wealth team and the financial services industry in 2023. Prior to this, Ashley had been working in the commercial real estate industry for 13 years.

On a personal note, Ashley is married with one daughter. She loves spending time with her family and friends, trying new restaurants and cooking. She is also a self-proclaimed part-time Melbourne Demons supporter and enjoys attending a few games a year.

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