At Generational Wealth Partners, we work with individuals and families who value thoughtful, long-term financial planning. Our advisers specialise in helping clients navigate the transition into retirement and beyond, with a focus on protecting and growing wealth across generations.
Andrew is a Certified Financial Planner with nearly 20 years’ experience as a financial adviser, working with business owners, clients transitioning to retirement and those already retired to navigate important financial decisions with confidence. Andrew takes a strategic, big-picture approach to advice, helping clients structure their wealth so they can move into the next stage of life with clarity and financial security. He is passionate about building long-term relationships and guiding clients through financial decision-making with practical, personalised advice.
With more than 20 years’ experience in the finance industry, Reegan specialises in helping clients approaching retirement and those already retired make confident decisions about their financial future and the generations that follow. Her expertise includes retirement income strategies, SMSFs and guiding families through the complexities of aged care planning. Reegan understands that the transition into retirement often involves significant financial and lifestyle decisions. She works closely with clients over the long term to simplify these complexities and provide clear, practical advice that evolves with them throughout their retirement.
Rachel joined Generational Wealth Partners with a background in banking and progressed through roles in Customer Relations and Paraplanning before completing her Bachelor of Business (Financial Planning). She is now a Provisional Financial Adviser focused on delivering practical, goals-based advice for clients.
With nearly 20 years in the financial planning industry, Allison brings extensive experience across financial advice, compliance and business operations. Having previously worked as a financial adviser, she understands both the strategic and regulatory aspects of delivering quality advice. As Chief Operating Officer, Allison oversees the firm’s operations and compliance framework, supporting the advice team and ensuring the business operates efficiently while maintaining strong regulatory standards.
Jeannie has worked in the financial planning industry since 2002 and brings extensive experience across administration and compliance processes. She plays an important role in ensuring client files are managed efficiently and in line with ASIC and industry regulatory requirements, helping the adviser team deliver high-quality, compliant advice for our clients.
James brings a unique analytical perspective to financial planning, having transitioned into the industry after a 15-year career as a mechanical engineer. His strengths in problem-solving, compliance and data analysis allow him to approach financial strategies with precision and attention to detail. James works closely with the advisory team in developing and implementing client strategies, helping deliver thoughtful and well-structured advice.
Ashley is currently completing a Bachelor of Commerce, majoring in Financial Planning and Banking. He is enthusiastic about developing his knowledge of the financial services industry and gaining practical experience within the profession. Ashley enjoys contributing to strategy development and assisting the advisory team in delivering outcomes that help clients achieve their financial goals.
Maddy has four years’ experience in the finance industry, with a background in banking and as an undergraduate accountant before moving into paraplanning. She is currently completing a Bachelor of Commerce, majoring in Accounting and Financial Planning. Maddy is passionate about making financial concepts clear and easy to understand and takes pride in her strong attention to detail in helping deliver the best outcomes for clients.
Annissa brings more than 23 years of business banking experience and a decade of experience running her own business. As Reegan’s Client Service Officer, she is dedicated to supporting clients and ensuring a seamless experience throughout the advice process. She is passionate about supporting local communities and helping people achieve their financial goals.
Demi recently joined the GWP team and brings over three years of experience in the financial planning industry. As Andrew’s Client Service Officer, she is looking forward to building strong client relationships and is driven to ensure clients have a positive experience by putting their needs first.
Ebony is currently undertaking a Bachelor of Commerce, 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.
As Reegan’s Advice Preparation Specialist, Mae has a strong attention to detail when preparing for client appointments. She plays an important role behind the scenes in ensuring a smooth and positive client experience.
Cha works as Andrew’s Advice Preparation Specialist to assist with the preparation and coordination of client advice. Her organised and proactive approach helps ensure appointments are well prepared and the advice process runs efficiently.
Charity supports the financial planning team by assisting with the preparation of client appointments and reviews, along with key administrative tasks. Her role helps ensure review meetings run efficiently and that clients receive a smooth and well-organised experience.
Howard supports the financial planning team by processing and implementing outcomes from client review meetings and assisting with key administrative tasks. His role helps ensure ongoing client service and advice recommendations are actioned efficiently and accurately.
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4/6 Aplin St,
Townsville City,
QLD, 4810
Open Mon to Thurs 9AM - 5PM
Open Fri - 9AM to 4PM
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