At Intergenerational Wealth, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.

Since we opened in 2001, Intergenerational Wealth has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

 
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Julie McCallum

Proprietor/ Adviser

DFS (FP) and CFP

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Danielle Lowry

Office Manager/ Paraplanner

DFS (FP)

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Helen Buhagiar

Paraplanner

DFS (FP)

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Tania Carty

Client Services Officer

 

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