A boutique financial advice firm focused on long-term partnerships.

Patrick is the Managing Director and a Principal Adviser at Intergen Advisory and has been providing financial advice since 2007. Having worked in both large institutions and boutique advice firms before Intergen Advisory, he brings a balance of big-picture perspective and hands-on, personalised care to every client relationship. Patrick helps clients understand their money in the context of what matters most – their family, how they live now, and the legacy they want to leave. He takes the time to show how today’s choices can shape tomorrow, so clients feel informed, supported and confident about their future. He holds a Master of Financial Planning and a member of the Financial Advice Association Australia (FAAA).

James Hepburn is a Principal Adviser at Intergen Advisory with more than a decade of experience, giving him a deep understanding of the financial services industry. He works with a wide range of clients to clarify their current position, define meaningful goals, and create practical strategies to help them get there. James is passionate about educating clients and takes the time to explain complex topics in a way that’s easy to understand, helping clients feel more informed, engaged, and confident in their financial decisions. He holds a Master of Financial Planning and a Bachelor of Commerce and is a member of the Financial Advice Association Australia (FAAA).

Arin enjoys working with people from all walks of life and takes pride in helping them feel confident and informed about their financial future. He is known for breaking down financial concepts into clear, practical guidance that clients can easily understand and put into action. Arin holds the CERTIFIED FINANCIAL PLANNER® designation and is a member of the Financial Advice Association Australia (FAAA). He holds a Bachelor of Business with a major in Accounting, a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning. With more than a decade of industry experience, he is committed to staying ahead of regulatory and legislative changes reflecting his long-term dedication to the profession and to supporting clients through every stage of their financial lives. Arin began his career in accounting before gaining international experience in a finance firm in Edinburgh. Today, he advises clients on superannuation, investments, retirement planning, generational wealth, and personal insurance, delivering tailored strategies aligned with their goals.

Chris has deep expertise across capital markets, focusing on multi-asset portfolio construction, asset allocation and alternative investments. Chris has extensive experience working with advice businesses, family offices and foundations on investment strategy, portfolio construction, and ongoing portfolio management. Chris has gained over 18 years of experience in investment and wealth management, working in investment strategy, advice, business development, and legal roles in the UK and Australia. Chris began his career as a financial services M&A lawyer before transitioning into investment management with leading global fund manager BlackRock. In the 12 years at BlackRock and in their London and Melbourne offices, Chris held a variety of roles covering product development, multi-asset investment strategy, alternative investment strategy, and business development. Chris is a CFA charter holder and has a Bachelor of Law and a Bachelor of Commerce from Deakin University.