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Dean Agresta

Intergenerational Wealth

Silver
20 Yrs Experience
Pascoe Vale, VIC 3044

I have been working in financial services for over 19 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

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Silver
  • First year providing advice 2005
  • Years of experience 20
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Intergenerational Wealth

Unit 16, 39 Essex St
Pascoe Vale, VIC 3044

Meeting methods

  • In person
    In person

Licensed by

Intergenerational Wealth Group Pty Ltd

AFSL 537486