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@igwealth.com.au
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Dean Agresta is listed as Director and Financial Planner at Intergenerational Wealth at Intergenerational Wealth, a company with 9 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at igwealth.com.au and a matched LinkedIn profile for Dean Agresta.
Dean Agresta previously worked as Director and Financial Planner at Intergenerational Wealth and Financial Planner at Anz. Dean Agresta holds Self Managed Superannuation Fund Accreditation from Kaplan Professional Education.
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I have been working in financial services for over 16 years and during this time I have gathered extensive knowledge whilst also providing excellent customer service. Preparing clients for retirement is my passion and ensuring they can meet their financial needs throughout retirement by drawing on their own investments and maximising Centrelink benefits if available.I aim to be the person that all my clients go to when they have any financial concern or query for themselves or for their family, friends or colleagues. On a personal level I am married with 2 kids and love spending my time with family and friends on the weekends. I am a keen runner, an avid sports fan and I particularly enjoy AFL footy supporting the Melbourne Demons.
Listed skills include Financial Advisory, Superannuation, Investments, Retirement Planning, and 1 others.
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16/39 Essex Street, Pascoe Vale
Intergeneration WealthFor over a decade, our group of companies has collectively helped thousands of Australians work towards their chosen life goals by getting their financial circumstances in order. We provide tailored financial advice aimed to guide Australians towards their financial goals and objectives.What we OfferOur comprehensive financial.
Melbourne, Australia
To work within the ANZ branch network providing tailored financial advice to customers that enables them achieve their short, medium and long term financial goals. The role also includes ongoing training and development of branch staff to ensure they identify quality referral opportunities. Specialist advice areas include: Retirement Planning.
Melbourne, Australia
At Tailored Lifetime Solutions my aim was to provide initial and ongoing advice for individuals, families and businesses. My areas of expertise included, Retirement planning, Small business advice, Investment planning, Superannuation, Estate planning, Debt management and Insurance solutions.
London, United Kingdom
To advise customers on the type of space that best suits their individual and company needs.
Other employees you can reach at igwealth.com.au. View company contacts for 9 employees →
Angela Galtieri
Colleague at Intergenerational WealthMelbourne, Victoria, Australia, Australia
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Tania Hudson
Colleague at Intergenerational WealthHobart, Tasmania, Australia, Australia
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Joseph Scarmozzino
Colleague at Intergenerational WealthMelbourne, Victoria, Australia, Australia
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Emilio Bangit Cfp
Colleague at Intergenerational WealthGreater Melbourne Area, Australia
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Damien Basile
Colleague at Intergenerational WealthMelbourne, Victoria, Australia, Australia
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JS
James Shaw
Colleague at Intergenerational WealthMount Waverley, Victoria, Australia, Australia
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Dean Agresta works for Intergenerational Wealth.
Dean Agresta is listed as Director and Financial Planner at Intergenerational Wealth at Intergenerational Wealth.
AeroLeads has found 1 work email signal at @igwealth.com.au for Dean Agresta at Intergenerational Wealth.
Dean Agresta is based in Greater Melbourne Area, Australia, Australia while working with Intergenerational Wealth.
Dean Agresta has worked for Intergenerational Wealth, Anz, Tailored Lifetime Solutions (Amp), Office Planet, and National Australia Bank.
Dean Agresta's colleagues at Intergenerational Wealth include Angela Galtieri, Tania Hudson, Joseph Scarmozzino, Emilio Bangit Cfp, and Damien Basile.
You can use AeroLeads to view verified contact signals for Dean Agresta at Intergenerational Wealth, including work email, phone, and LinkedIn data when available.
Dean Agresta holds Self Managed Superannuation Fund Accreditation from Kaplan Professional Education.
Dean Agresta is listed with skills including Financial Advisory, Superannuation, Investments, Retirement Planning, and Financial Planning.
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