Dean Anthony Agresta
Financial Adviser in Pascoe Vale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008472
- Location
- Pascoe Vale VIC 3044
- Licensee
- Intergenerational Wealth Group Pty Ltd (AFSL 537486)
- Authorised since
- 4 July 2022
- First provided advice
- 2005
- Qualifications
- Diploma of Business (Banking & Finance), Royal Melbourne Institute of Technology (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Dean Anthony Agresta
Dean Anthony Agresta is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Pascoe Vale, Victoria (adviser number 001008472).
Dean provides advice as an authorised representative of Intergenerational Wealth Group Pty Ltd, which holds Australian financial services licence 537486. The current authorisation started on 4 July 2022.
According to the register, Dean first provided financial advice in 2005. Qualifications and training on file include Diploma of Business (Banking & Finance) (Royal Melbourne Institute of Technology, 2002), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Dean is recorded as a member of Financial Advice Association of Australia (FAAA).
Dean is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Dean Anthony Agresta a registered financial adviser?
Yes. Dean Anthony Agresta is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008472.
Which licensee does Dean Anthony Agresta work under?
Intergenerational Wealth Group Pty Ltd, Australian financial services licence 537486.
What can Dean Anthony Agresta give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.