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Equipsuper Financial Planning grows team
Equipsuper Financial Planning has expanded its team, launching a new regional office in Victoria headed up by Michael Fitzpatrick in Bendigo.
It's the second planning practice, the first in Traralgon, it has opened to service members living outside of Melbourne.
The fund has been active in contacting members about the need for financial planning and expects demand to increase.
Equip's executive officer of member relations, Justin Sadler said Bendigo was well positioned to service a number of the state's key regional centres.
"We are seeing increasing demand for, not only advice services, but also member education seminars across all the commercial sectors we cover, but particularly the energy sector, which is extremely dynamic at the moment," he said.
"We are always monitoring the effectiveness and accessibility of our services and it is conceivable that, in the future, we will open interstate offices as demand grows."
Fitzpatrick, previously an independent financial planner managing his own practice, has 30 years' experience.
"Many of them (Equip members) have been with us for much of their working life," Sadler said.
"It is important that, as far as is possible, we make our financial planning services accessible to members throughout the state."
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