Equip opens financial planning office in Sydney

Equip has opened its first interstate office in Sydney’s CBD and has appointed financial planner, Kristine Spiteri, who is based in the MLC Centre, Martin Place.

Kristine will make professional financial advice from Equip more accessible to the nearly 20% of Equip members located in New South Wales 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 license 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 for a financially secure future,” he said.

“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 that they have trusted over many years.”

“Equip Financial Planning has been a phenomenal success since it was established in 2007, with over 1,600 members and more than $1 billion under advice. This success has encouraged us to ensure these services are convenient and accessible to as many members as possible,” Mr Sadler said.

Kristine Spiteri joined Equip from ANZ Bank, where she worked as a financial planner for the past ten years. Her qualifications include a BA (Econ) from Queensland University and a Diploma of Financial Advising from the Securities Institute of Australia. She is a Senior Associate of the Australian Institute of Banking (FINSIA).