Equip Financial Planning comes to Sydney

image
image image
expand image

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest developments in Super Review! Anytime, Anywhere!

Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

1 year 10 months ago
Kevin Gorman

Super director remuneration ...

1 year 10 months ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

1 year 10 months ago

Australia’s maturing superannuation system delivers higher balances, fewer duplicate accounts and growing female asset share, but gaps and adequacy challenges remain....

3 hours ago

Global volatility and offshore exposure have driven super funds to build US-dollar liquidity buffers, a new BNY paper has found....

3 hours ago

Less than two in five Australians are confident they will have sufficient assets to retire and almost three-quarters admit they need to pay greater attention to their bal...

5 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND