Our Team
Andrew Cox
Director/Financial Planner

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 Wass
Director/Financial Planner

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 McGimpsey
Head of Client Success & Assurance

Allison has been a part of our team since 2012, navigating our compliance both internally and externally. Allison has completed a Bachelor of Business / Bachelor of Commerce, a Diploma of Financial Planning, a Diploma of Applied Finance and an Advice Diploma of Applied Finance. The Generational Wealth team is very lucky to have her on our side.

Jacqui Bekker
Practice Manager

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 Borm
Paraplanner

Rachel, with a background in banking, joined Generational Wealth Partners in March 2022 as a Client Relationship Officer. She recently completed her Bachelor of Business, majoring in Financial Planning, and is now finishing her Bachelor of Accounting. In her current role, Rachel prepares strategies, conducts research, and creates advice documentation for the advisory team, making her an invaluable member of GWP.

James Stievenard
Paraplanner

James, a dedicated paraplanner, transitioned to finance after 15 years as a mechanical engineer. His problem-solving, compliance, and data analysis skills bring a unique, analytical approach to financial planning. Committed to helping clients achieve their financial goals, James also enjoys cycling and adventure running, drawing energy and fresh perspective from his outdoor pursuits.

Jeannie Southwell
Compliance Officer

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.

Annissa Miller
Client Relationships Officer

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.

Mae Broa

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.

Rona Joy

Rona joined Generational Wealth Partners in 2023. Working for Andrew Cox, Rona is dedicated to offering continuous support to our clients, addressing their financial planning requirements with personalised care and building lasting client relationships.