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.
A “concerning” number of Aussies don’t know what they pay in super fees, a young super fund has said.
The corporate regulator has shared some ‘disappointing’ findings upon reviewing the public communications of more than 20 trustees with regards to death benefits.
According to the industry body, funds should have an obligation to transfer members in failing products to better-performing products in a timely way.
The $9 billion fund is backing agriculture investor GO.FARM, with its capital already directed towards enhancing two key assets.
Add new comment