Founder Director and Financial Planner
Emilio has more than 18 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 endeavor 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 about 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 with 2 beautiful son’s and loves to spend downtime with family and friends.
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.
Director and Financial Planner
Director and Financial Planner at Intergenerational Wealth. Director and Financial Planner at Intergenerational Wealth. He has more than 19 years experience as a Financial Planner. Joe holds a finance degree with honours and has completed his CFP studies, the highest designation you can achieve as a Financial Planner.
Joe’s specialties include Pre and Post Retirement Planning and Personal Insurance advice. He is driven to provide the best possible solutions for clients to assist them in meeting their retirement planning needs or to ensure that they have the adequate protection in place in the event of an unfortunate or unforeseen injury or illness.
On a personal level, Joe is married with two beautiful kids and loves to spend downtime with his family and friends. He loves to follow AFL and is a keen runner.
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.
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.
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).
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 four fur babies, a Pomeranian, American Staffordshire, a Maine coon cat and a rescue 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 Email Tania linkedin Profile
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.
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.
Our team of dedicated professionals is here to provide steadfast support and expertise, placing your financial goals at the forefront of our mission, and we are fully committed to helping you turn them into reality.