Whether you are preparing for retirement or looking to purchase your first home, we are here to provide advice and guidance. With over 30 years’ combined experience from our Financial Advisers we have the resources to help you get where you want to be.
Andrew is a Certified Financial Planner who joined the financial services industry in 2007 and established Cox Financial in September 2010 as a sole practitioner. The driving vision behind starting up this boutique Financial Planning business was to provide personalised, client specific advice, while guiding and educating our clients on the importance of their financial behaviours. Andrew Cox Partnered with Reegan Wass in 2017, over the years their working relationship and the nature of the business grew and they together started Generational Wealth Partners in 2023.
Reegan is extremely passionate about providing the highest level of customer service to our clients and taking the time to support and foster their ongoing financial management and education. Through this passion, Reegan has built a holistic practice that is primarily focused on building long-term client relationships, with an aim to demonstrate measurable ongoing success for our clients. With over 20yrs experience in the finance industry, Reegan is dedicated to lifelong professional learning to ensure her clients receive the highest standard of advice.
Allison has been part of the financial planning industry since 2006 and has held roles across the profession, including as a financial planner herself. In 2012, she joined Generational Wealth Partners and has since become an integral part of the business. Stepping away from client-facing advice, Allison shifted her focus to compliance and operations, allowing her to take a more in-depth role in helping run the business smoothly. She holds a Bachelor of Business / Bachelor of Commerce, a Diploma of Financial Planning, a Diploma of Applied Finance, and an Advice Diploma of Applied Finance. Her depth of experience and unwavering commitment ensure the firm’s operations are both compliant and efficient. Her main focus is to work alongside our Advisers, ensuring the clients the best and most compliant advice possible.
Jacqui joined Generational Wealth Partners in April 2024. A proud and community-oriented North Queenslander, she has a broad range of office management experience which she brings to her role as Practice Manager. Jacqui is passionate about supporting our team and ensuring that our clients achieve their financial goals and success
Rachel, with a background in banking, joined GWP in March 2022 as a Client Relationship officer. In 2024, she completed her Bachelor of Business (Financial Planning) and is contemplating completing her Bachelor of Accounting degree. Rachel is now a Provisional Financial Adviser dedicated to helping clients build strong financial foundations and achieve long-term financial goals. In her role, Rachel supports Senior Advisers by conducting research, preparing financial plans, and assisting in client meetings.
Rachel is currently completing her professional year and working toward full adviser registration, with a focus on delivering value-driven, transparent financial guidance.
James brings a unique analytical lens to financial planning, having transitioned into the industry after 15 years as a mechanical engineer. His strengths in problem-solving, compliance, and data analysis allow him to approach financial strategies with precision and insight. Since joining Generational Wealth Partners, James has been committed to helping clients achieve their financial goals and can often be found working alongside Advisers to deliver the best outcomes.
Ashley is currently studying a Bachelor of Commerce, majoring in Financial Planning and Banking. He’s enthusiastic about deepening his understanding of the financial services industry and is eager to apply his learning in a professional setting. Ashley is passionate about helping others achieve their financial goals and is eager to help our clients achieve the best outcomes by working strategically with our Advisers.
Jeannie has worked in the financial planning industry since 2002 and has widespread knowledge within the administration area. Jeannie has an understanding of the planning process from the initial appointment to completion appointment to ensure that our clients receive the best ongoing support. She is a key support of the team ensuring applications are processed in a timely manner and providing administrative assistance to advisers.
With 23 years of invaluable business banking experience and a decade managing her own business alongside her husband, Annissa brings a wealth of expertise to our team. Her passion for supporting local communities and dedication to giving back resonate deeply with GWP’s commitment to helping individuals achieve their financial aspirations.
Chloe joined Generational Wealth Partners in 2024. With a background in real estate and marketing, she brings a sharp eye for detail and a strong understanding of client needs. Chloe is committed to creating a smooth, supportive experience for clients—helping them feel confident and informed throughout their financial journey.
Mae started working for Generational Wealth Partners in 2021. Mae works closely with Reegan Wass to ensure our clients receive ongoing support when dealing with their financial planning needs, providing personalised service and continuing to foster strong client relationships.
Charisse joined Generational Wealth Partners in 2025 and works alongside Andrew Cox to provide dedicated support to clients. She takes a personalised approach to financial planning, ensuring each client’s needs are thoughtfully addressed. With a strong emphasis on trust and long-term connection, Charisse is committed to building lasting relationships and helping clients feel confident in their financial journey.
Ebony is currently undertaking a Bachelor of Nursing, balancing full-time study with hands-on experience in the financial services industry alongside her family. She’s enthusiastic about the opportunity to contribute meaningfully while gaining valuable insights and skills. Grateful to be part of a knowledgeable and supportive team, Ebony is committed to growing both personally and professionally as she continues her journey.
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