Dean Agresta - Director (Intergenerational Wealth)

FIND AN ADVISER > SEARCH RESULTS

Dean Agresta

Director

Title:	Director
Education:	Dip Bus, Dip FS (FP)
Practice:	Intergenerational Wealth
Address:	Level 1 6-8 Eddy Street Moonee Ponds VIC 3039 Australia

Email:	Contact adviser
Web:	igwealth.com.au

Contact Adviser | Review Adviser | Upgrade Listing | Report Incorrect Details

Delivering a goals-based reporting service

As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video

Industry Snapshot

Click here to download the presentation Watch video

Introduction to Managed Accounts

Click here to download the presentation. Watch video

Estate Planning for the Modern Family

Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video

Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices

Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video

MLC launches new advice business

25 May 2020, 6:01am

MLC has introduced a new advice business to the market, retiring the Apogee, Garvan and Meritum brands and appointing a general manager to lead the venture. Read more

FASEA extension en route

22 May 2020, 12:22pm

The government's move to extend the ban on conflicted remuneration to listed investment companies and trusts is expected to provide financial advisers with some much needed certainty. Read more

Rich Dad feels for financial advisers

21 May 2020, 4:04pm

Author of ubiquitous personal finance self-help book Rich Dad Poor Dad Robert Kiyosaki says he feels for financial advisers amid the COVID-19 pandemic - though he won't be taking their advice. Read more

916 advisers gone in three months, ASIC responds

21 May 2020, 4:01pm

ASIC chair James Shipton insists the regulator is concerned by the number of financial advisers leaving the industry and how COVID-19 could amplify the issue, as it is revealed almost 1000 left since ... Read more

Advisers involved in ERS scams: ASIC

20 May 2020, 12:41pm

ASIC superannuation senior executive leader Jane Eccleston has written an article pointing to financial advisers as part of the problem in scams targeting people's super amid COVID-19. Read more