Equipsuper sets up Sydney advice shop
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.
VanEck ETF model portfolio to cater to lower rates
VanEck has released its Income ETF Model Portfolio that aims to provide recommen...
Death benefit planning to feature in 2020 SMSFA conference
The issues surrounding the financial planning of death benefits will be one of t...
Advice software firm releases bushfire relief hub
A software firm specialising in online tools and learning for advisers has built...