POWERED BY MOMENTUM MEDIA
Equip Financial Planning comes to Sydney
Equipsuper Financial Planning has grown its team, opening its first interstate office in Sydney’s CBD and appointing Kristine Spiteri to head it.
It comes after the firm launched a regional office in Victoria last year, headed up by Michael Fitzpatrick in Bendigo.
Equip’s executive officer, member relationships Justin Sadler said the Sydney office will operate under its own license from 1 July.
Under the new office, Spiteri will make financial advice accessible to the nearly 20 per cent of Equip members located in NSW and the ACT.
Spiteri was previously at ANZ Bank, where she worked as a financial planner for the past ten years.
She is a senior associate of the Financial Services Institute of Australasia (FINSIA), and has a diploma in financial advising from the Securities Institute of Australia.
Equip Financial Planning has over 1,600 members and more than $1 billion under advice.
Recommended for you
A major super fund has defended its use of private markets in a submission to ASIC, asserting that appropriate governance and information-sharing practices are present in both public and private markets.
A member body representing some prominent wealth managers is concerned super funds’ dominance is sidelining small companies in capital markets.
Earlier this month, several Australian superannuation funds fell victim to credential stuffing attacks, which saw a small number of members lose more than $500,000.
Small- to medium-sized funds have become collateral damage in an "imperfect" model for super industry levies, a financial institution has said.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
93.34 3 y p.a(%)
2
Global X GlobalX FANG+ ETF
37.15 3 y p.a(%)
3
GAM LSA Private Shares AU I
33.96 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
29.68 3 y p.a(%)
5
Plato Global Alpha A
28.73 3 y p.a(%)
