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 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.
Stephanie started working for Generational Wealth Partners in December 2018, she has completed a Diploma of Financial Planning which is used to complete our internal paraplanning work. Stephanie has worked in most areas of GWP, working as a Client Relationship Officer, the Practice Manager and completing paraplanning. Stephanie is a working mum who now works part time in the office completing our marketing and paraplanning work.
Brandon joined the financial advising industry in 2019 and has excelled in providing financial modelling and research to help the advisory team provide quality advice. His primary role is preparation of strategies and advice documentation for the advisory team and is an invaluable member of our investment committee.
Rachel started with Generational Wealth Partners in March 2022. Rachel is currently studying a Bachelor of Business Majoring in Financial Planning. Rachel brings with her 12 years of banking experience. Rachel works closely with Reegan Wass to ensure our clients receive the best ongoing support when dealing with Generational Wealth Partners.
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.
Emma has recently started with Generational Wealth Partners in July as our receptionist. With the growth of our office and Emma’s shown willingness to learn the financial industry, Emma has now moved into our Client Relationship Role, supporting our Director / Adviser, Andrew Cox. Emma has come from 15 years in the building industry, Emma is adaptable, friendly and a great asset to our team.
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QLD, 4810
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