Generations Personal and Professional Financial Advice WodongaFinancial Services Partners

Our Team

Generations was born as a result of the merger of 2 local and long established businesses. Collectively our advisers have in excess of 50 years experience advising clients on their financial well-being.

Our support staff are highly experienced and dedicated to providing our clients with exceptional service.

Director/Adviser

Megan McGrath CFP SSA™

Megan McGrath is a principal of Generations and is passionate about providing excellent outcomes for our clients. Megan has worked in a variety of different roles within our industry since 1987, returning to Wodonga in 1998 to pursue her career as principal and adviser.

Megan takes a holistic approach to her advice, often involving a client's other professional advisers such as accountants and solicitors in order to achieve the very best outcome. Her relationships with her clients tend to be long term and often extend to their parents and children in order to achieve a comprehensive generational result.

Megan is a member of a variety of specialized industry bodies and has a particular interest in superannuation, ethical investments and aged care. Together with our specialized Risk Protection and Legacy Service advisers, Generations can offer comprehensive personal and professional solutions for our clients.

Husband Andrew and girls Molly & Maggie keep Megan busy in her spare time. Entertaining friends at home, watching movies and trying to keep fit are some of the activities Megan enjoys. Much time is spent in Mum’s Taxi running kids to Irish dancing, swimming and a variety of outdoor activities.

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Director/Adviser

Graham Jenkin CFP®  AEPS®,  Dip (FP)

Accedited Estate Planning Strategist
Graham Jenkin is a Co-Principal of the Practice and has developed a career in the financial services industry that spans more than 36 years. He has wide ranging experience and holds the financial planning industry’s highest internationally recognized qualification – Certified Financial Planner (CFP®) and the specialist designation of Accredited Estate Planning Strategist (AEPS®).

Graham is the Practice's business insurance & legacy planning specialist. He has the experience to assist self-employed clients with advice on key-person risks, guarantor & buy-sell protection, succession planning and income protection needs.

With an open and friendly approach he is a good listener & as a self employed small business owner he empathizes easily with other business people.

Outside of the work environment, he enjoys dining out, listening to music, drives in the hills and he is currently learning to capture some of the better sights he encounters with digital photography.

A member of the Leadership Team of the Wodonga Chamber of Commerce, Graham also is an active member of Lavington Lions Club as he enjoys being a part of the Albury Wodonga community.

Graham never misses a moment of a game that the Essendon Football Club plays, whether he be at the ground or afar watching or listening on TV & Radio. When they win, there is always an extra spring in his step!

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Adviser / Paraplanner

Chris Miller

The newest member of our team, having commenced with us in February 2015, Chris is excited to have embarked on his career in financial services, after completing his Diploma of Financial Services prior to entering the industry.
Chris works with Megan & Graham in researching strategies and products and assisting in the formulation of good advice.
Chris loves spending quality time with his wife, children and extended family. A keen musician, making wonderful sounds with his guitar – all in tune! In the winter months, Chris loves watching both codes of football, a devoted follower of the Sydney Roosters and like Graham absolutely loves the Essendon Bombers.

The Team have welcomed Chris with open arms as he displays an eagerness to learn, work and build his career.

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Practice Manager

Colleen Peffer

Married to Bob for 37 years with 1 adult son Joshua (31) Colleen has lived in Albury Wodonga for 41 years. She worked in Financial Services and Management for over 30 years including owning and running my own FP Practice.

Colleen loves to be challenged in her work and really enjoys working as part of a team.

At home Colleen is a bit of a homebody who loves to read and learn, garden, spend time with her family and friends including the furry kids (2 dogs Beau and Ruby and Salem the cat- all rescue pets) and enjoy a nice glass of Prosecco or a good red wine.

Music is her passion, and her taste is extremely eclectic.

The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions. For Australian residents only.

Graham Jenkin and Megan McGrath Authorised Representatives of Financial Services Partners Pty Ltd (ABN 15 089 513 587 AFSL 237590)
Nilmar Pty Ltd (ACN 122 436 891) as trustee for Generations Unit Trust (ABN 16 990 501 129) trading as Generations Personal & Professional Advice is a Corporate Authorised Representative of Financial Services Partners Pty Ltd (ABN 15 089 512 587 AFSL 237590).