Equipsuper’s financial planning arm has opened its first interstate office in Sydney’s CBD, making financial advice more accessible for members in NSW and the ACT.
Equip’s executive officer, member relationships, Justin Sadler said “opening an office in Sydney was a significant development for Equip Financial Planning, which will operate under its own licence from 1 July 2014”.
“It is a strong statement about our commitment to education and advice in helping members head into retirement confident that they have the knowledge and support to achieve a financially secure future,” he added.
“We constantly speak with and survey our members to gauge their satisfaction with the fund and it is clear that they value advice from a brand like Equip they have trusted over many years,” said Mr Sadler.
Equip has appointed financial planner Kristine Spiteri, who is based in the MLC Centre in Martin Place.
Mr Sadler said Ms Spiteri will make professional financial advice from Equip more accessible to the nearly 20 per cent of Equip members located in NSW and the ACT.
According to the newest members of the FSC board, advice networks having a “seat at the table” is a positive development ...
ASIC has announced a permanent ban on a financial adviser based in NSW. The corporate regulator said on Friday it has ...
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin