How we work

Equiti has a uniquely involved and systematic
approach to private wealth management, focusing
around educating clients and understanding their
unique goals. From our five-step process to our
expert Advisory Committee, everything has been
designed to give clients the most up-to-date
advice and best opportunities available.

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Responsive-Image

How we work

Equiti has a uniquely involved and systematic
approach to private wealth management, focusing
around educating clients and understanding their
unique goals. From our five-step process to our
expert Advisory Committee, everything has been
designed to give clients the most up-to-date
advice and best opportunities available.

Our Process

Equiti’s 5 step process promotes an environment whereby decisions are made collaboratively through communication, interaction and teamwork. Equiti advisors will work closely with you throughout, to develop a complete understanding of your personal objectives, needs and financial situation. With the support of the Equiti Advisory Committee, advisors prepare a tailored wealth management plan for you.

Step 1: Understand


Your initial meeting is designed to provide you with an opportunity to meet your Equiti advisor and to use a variety of financial tools to obtain a complete and thorough understanding of:


  1. i. your personal goals and objectives
  2. ii. your fears and concerns
  3. iii. your current financial situation
  4. iv. your investment experience
  5. v. your tolerance for risk

This process will assist you to identify your goals and dreams and what they really mean to you from a financial perspective. And if you are like most people, it will help you to identify the gap that exists between where you are right now and where it is you would like to be. You will also gain a universal understanding of our wealth management solutions and how they may be able to assist you in the realisation of those goals and dreams.

Step 2: Design


Your Equiti advisor will review the information you have shared, with a team of qualified experts known as the Equiti Advisory Committee. Together, they begin the lengthy process of researching, analysing and comparing a number of alternative investment options that are most appropriate to you and to the attainment of your objectives. This is when the design of your tailored financial plan begins to come together.


Once your advisor is satisfied that the solutions properly meet your objectives, you will be presented with a comprehensive written financial plan known as a Statement of Advice, outlining our advice and recommendations, the basis on which the advice has been given, information relating to fees and costs as well as any other factors that may have influenced the provision of the advice.


Due to the comprehensive nature of tailored financial planning solutions, this step will normally take between 10 to 21 days to properly complete.

Step 3: Educate


Whilst many advisors simply implement plans on behalf of their clients, an Equiti advisor is committed to educating and encouraging their clients to be involved in their own investment strategy decisions. With a strong focus on education, our clients feel more confident towards their wealth management strategies and are able to make educated and informed decisions as they specifically relate to them.


This step involves your Equiti advisor thoroughly explaining your Statement of Advice to you and ensuring that you understand the recommendations that have been made along with the reasons why they have been made. Our aim is to offer knowledgeable, trustworthy financial and investment strategies, based on a high level of interaction with our clients. We believe that building a close relationship with our clients is essential in securing their financial future.

Step 4: Implement


Once you are completely satisfied with and understand the recommendations that have been made, your advisor, along with their administrative support team, will commence the complete implementation of your plan on your behalf.


The Equiti administrative team is purposely skilled in assisting the financial advisors with the implementation of each financial plan and our state-of-the-art computer systems are designed to efficiently handle all administrative tasks in relation to the placement and monitoring of various investments. Our highly developed and systematic approach to wealth management all goes towards building a long-term and trustworthy relationship with our clients.

Step 5: Review


A financial plan is a dynamic organism; as your circumstances change, so too must your financial plan. The best way to ensure you achieve your goals and objectives is to regularly review and fine tune your investment strategy. Not regularly reviewing your investments can cost you in poor performance, unnecessary taxation and missed opportunity costs.


Our strategic approach to regular and scheduled reviews ensures that your financial plan remains in place even when everything else changes – financial markets, government legislation and your financial situation. Ongoing management and scheduled reviews help you to stay on-track and to reach your financial goals.


A key to this step is your involvement in the process and communication of any significant changes in your life. That’s why your Equiti advisor will provide a scheduled review program as a standard option for all clients. It’s all part of being an Equiti client.

5 Fundamental Achievements

Whilst we focus on tailored wealth management solutions, almost all Equiti clients go through five key milestones. With our holistic approach and through the achievement of each, we will help you identify exactly what you want from life and what makes you happy, help you achieve balance between financial goals and lifestyle goals and create a financial plan that will enable you to enjoy today whilst ensuring a secure tomorrow.

Equiti

Reduce Your Personal Debt


When you are deep in personal debt, you hinder your ability to build wealth before you’ve even started. This is why Equiti begins your tailored wealth management plan with an effective debt reduction strategy. Equiti aims to convert your personal debt into smart debt, which can then:


  • - be used to acquire investment assets
  • - generate an income and appreciate in value
  • - have tax deductable interest
  • - generate income from the asset going towards repaying the debt
  • - have no urgency to eliminate the debt as it is largely self-maintained

Should you have a mortgage, we don’t want it to weigh you down or to take a lifetime to pay off, with a lot of unnecessary interest paid along the way. Your tailored financial plan will also address an efficient mortgage reduction strategy, enabling you to:


  1. increase the equity in your own home
  2. achieve greater financial security
  3. improve your ability to build wealth
Equiti

Minimise Your Tax


At Equiti, we encourage our clients to look at taxes as an expense, as opposed to accepting it as a fact of life. The average Australian spends more money on taxation than they do on their own mortgage!


Your Equiti advisor assists you to create a financial plan that uses your tax dollars to help you achieve your personal goals. We plan ahead so that you don’t miss the opportunity to reduce your tax liabilities and, with year-round planning, minimise the effects of taxation starting with an in-depth understanding of your financial situation. We highly recommend that your final investment decisions should be made with priority on suitability first and on tax considerations second.


Here are a few basic ways an Equiti advisor can assist you to minimise your taxes:


  1. Reduce your assessable income
  2. Increase your tax deductions
  3. Take advantage of credits and offsets
Equiti

Build Your Wealth


Whether you are investing for the first time or adding to your portfolio, there are many ways to build wealth and make your money work harder for you. Our Equiti advisors provide a wide range of services that help you make decisions based upon sound investment and wealth management principles. Whilst income, capital growth and security are three common investment characteristics, our criteria doesn’t stop there.


To provide guidance to clients, we developed the 10 Disciplines of Investing. Not all may apply to you, and there are no guarantees, but by following these you have a higher probably of success.


  1. Develop a suitable tailored investment strategy
  2. Don’t put all your eggs in one basket
  3. Take a holistic approach considering tax
  4. Don’t ignore your superannuation
  5. Create a risk management strategy
  6. Understand and utilise the power of compounding
  7. Be a long-term investor, not a short-term trader
  8. Read and understand any information provided by your advisor
  9. Be realistic with investment expectations
  10. Avoid arbitrary investment advice and tips
Equiti

Manage Your Risk


The concept of investing carries an element of risk, so the idea is to manage it. It is important to be as aware of the risks as you are of the potential rewards. Through our process, your Equiti advisor aims to manage your risk, focusing on two fundamental objectives:


  1. Protect your wealth
  2. Protect you and your family

The traditional approach to financial planning begins with determining how much risk you are comfortable with and then creating an investment portfolio based on your level of risk ‘tolerance’; therefore giving you what you think you want, not necessarily what is needed to achieve your goals. Equiti provides a dynamic, alternate approach which determines what degree of risk is required to achieve your financial goals and then create the investment portfolio necessary to give you the greatest possibility of achieving your objectives.


We believe that managing risk is about making educated and informed decisions. Equiti provides private wealth management, which is an improved way of financial planning, specifically designed to help you achieve your long-term goals reliably, with the key focus on the returns needed to do that.

Equiti

Create Your Legacy


After working a lifetime to build your wealth, we want to ensure it is managed, protected and transferred according to your wishes, with two key areas:


  1. The right to determine what happens to your assets
  2. The right to protect them from unnecessary taxes

Working in conjunction with the Equiti Advisory Committee’s specialised estate planning lawyers, your advisor helps you establish an appropriate estate plan structure for you, considering both the acquisition and distribution of your assets, and will form an important part of your long-term wealth management strategy. Having your financial advisor, your taxation expert and your estate lawyer all on one team working together to create your legacy is invaluable.

The components of an estate plan will vary according to your personal circumstances, but may include:


  • - Wills and trusts
  • - Powers of attorney and enduring powers of attorney
  • - Life interests
  • - Declarations of life
  • - Letters of instruction
  • - Trusts
Equiti

Reduce Your Personal Debt


When you are deep in personal debt, you hinder your ability to build wealth before you’ve even started. This is why Equiti begins your tailored wealth management plan with an effective debt reduction strategy. Equiti aims to convert your personal debt into smart debt, which can then:


  • - be used to acquire investment assets
  • - generate an income and appreciate in value
  • - have tax deductable interest
  • - generate income from the asset going towards repaying the debt
  • - have no urgency to eliminate the debt as it is largely self-maintained

Should you have a mortgage, we don’t want it to weigh you down or to take a lifetime to pay off, with a lot of unnecessary interest paid along the way. Your tailored financial plan will also address an efficient mortgage reduction strategy, enabling you to:


  1. increase the equity in your own home
  2. achieve greater financial security
  3. improve your ability to build wealth
Equiti

Minimise Your Tax


At Equiti, we encourage our clients to look at taxes as an expense, as opposed to accepting it as a fact of life. The average Australian spends more money on taxation than they do on their own mortgage!


Your Equiti advisor assists you to create a financial plan that uses your tax dollars to help you achieve your personal goals. We plan ahead so that you don’t miss the opportunity to reduce your tax liabilities and, with year-round planning, minimise the effects of taxation starting with an in-depth understanding of your financial situation. We highly recommend that your final investment decisions should be made with priority on suitability first and on tax considerations second.


Here are a few basic ways an Equiti advisor can assist you to minimise your taxes:


  1. Reduce your assessable income
  2. Increase your tax deductions
  3. Take advantage of credits and offsets
Equiti

Build Your Wealth


Whether you are investing for the first time or adding to your portfolio, there are many ways to build wealth and make your money work harder for you. Our Equiti advisors provide a wide range of services that help you make decisions based upon sound investment and wealth management principles. Whilst income, capital growth and security are three common investment characteristics, our criteria doesn’t stop there.


To provide guidance to clients, we developed the 10 Disciplines of Investing. Not all may apply to you, and there are no guarantees, but by following these you have a higher probably of success.


  1. Develop a suitable tailored investment strategy
  2. Don’t put all your eggs in one basket
  3. Take a holistic approach considering tax
  4. Don’t ignore your superannuation
  5. Create a risk management strategy
  6. Understand and utilise the power of compounding
  7. Be a long-term investor, not a short-term trader
  8. Read and understand any information provided by your advisor
  9. Be realistic with investment expectations
  10. Avoid arbitrary investment advice and tips
Equiti

Manage Your Risk


The concept of investing carries an element of risk, so the idea is to manage it. It is important to be as aware of the risks as you are of the potential rewards. Through our process, your Equiti advisor aims to manage your risk, focusing on two fundamental objectives:


  1. Protect your wealth
  2. Protect you and your family

The traditional approach to financial planning begins with determining how much risk you are comfortable with and then creating an investment portfolio based on your level of risk ‘tolerance’; therefore giving you what you think you want, not necessarily what is needed to achieve your goals. Equiti provides a dynamic, alternate approach which determines what degree of risk is required to achieve your financial goals and then create the investment portfolio necessary to give you the greatest possibility of achieving your objectives.


We believe that managing risk is about making educated and informed decisions. Equiti provides private wealth management, which is an improved way of financial planning, specifically designed to help you achieve your long-term goals reliably, with the key focus on the returns needed to do that.

Equiti

Create Your Legacy


After working a lifetime to build your wealth, we want to ensure it is managed, protected and transferred according to your wishes, with two key areas:


  1. The right to determine what happens to your assets
  2. The right to protect them from unnecessary taxes

Working in conjunction with the Equiti Advisory Committee’s specialised estate planning lawyers, your advisor helps you establish an appropriate estate plan structure for you, considering both the acquisition and distribution of your assets, and will form an important part of your long-term wealth management strategy. Having your financial advisor, your taxation expert and your estate lawyer all on one team working together to create your legacy is invaluable.

The components of an estate plan will vary according to your personal circumstances, but may include:


  1. - Wills and trusts
  2. - Powers of attorney and enduring powers of attorney
  3. - Life interests
  4. - Declarations of life
  5. - Letters of instruction
  6. - Trusts

“What makes us unique here at Equiti is that we are just as committed to helping you identify your goals and dreams as we are to tailoring a complete wealth management solution that’ll help you achieve those financial objectives.
Enjoy the journey… as it is just the beginning!”

- Danny H. Assabgy, CEO

Equiti Advisory Committee

One of the key resources in our Equiti “knowledge bank” is our Advisory Committee. Thanks to a highly developed team based approach to private wealth management, an Equiti advisor is able to cost efficiently provide clients with access to the skill, knowledge and expertise of a highly respected financial advisory firm and all its resources.

Dr David Parker

Chairman

With over 30 years’ experience in all aspects of portfolio and asset management, Dr Parker is an internationally recognised industry expert and a highly regarded real estate academic. He is a direct advisor to real estate investment groups including listed real estate investment trusts, unlisted funds and private businesses. He is anauthor of academic investment books, editor of numerous academic and industry journals and is a regular conference presenter around the world. Dr Parker has served as a professor at the University of South Australia, the University of Queensland and at the University of Technology Sydney as well as Acting Commissioner of the Land and Environment Court of New South Wales.

Danny H. Assabgy

CEO

As the Founder and CEO of the Equiti Group of Companies, Danny brings specialised knowledge in property investment, financial advisory practice, accounting and business management expertise to the Equiti Advisory Committee. He obtained extensive experience in financial practice through his professional affiliation with several large Chartered Accountancy firms. In a subsequent role as Managing Director of a property investment and development company, Danny was responsible for co-ordinating all investment, acquisition, marketing and property development activities from conception right through to final settlement. In this often-challenging environment, his strong knowledge of the Australian residential and commercial property market coupled with his financial management and investment expertise made his opinions invaluable to the group. Danny is an experienced Accountant, a qualified and authorised Financial Advisor, a licensed Real Estate Agent, as well as an acclaimed Public Speaker in the area of advanced property acquisition, investment and development strategies. As a member of the Equiti Advisory Committee and as the Director of Equiti Property Pty Ltd, he is ultimately responsible for all matters relating to the selection, recommendation, acquisition and management of property investment opportunities for, and on behalf of, Equiti advisors and their clients.

Richard Arnold

Tax and Accounting
Fellow of the Institute of Chartered Accountants of Australia
Fellow of the Taxation Institute of Australia
Registered Tax Agent Company Auditor

As a Fellow of the Institute of Chartered Accountants and a Fellow of the Taxation Institute of Australia, Richard has practiced on his own account since 1991 and previously was the taxation partner in a medium sized practice. With a specialty in providing advice on income tax and indirect taxation matters, Richard has developed a specific skill set and knowledge base that assists high net worth individuals develop the financial, legal and accounting structures that will enable them to achieve financial objectives. He has extensive experience in reviewing complex structures and providing clients with succession and estate planning solutions as well as establishing innovative structures to simplify a client’s financial affairs. In addition to previously being a Director of several public companies, he has been involved as a partner in numerous property and corporate development projects and is regularly retained by both legal and accounting practices to provide specialised taxation advice. As a member of the Equiti Advisory Committee, Richard is personally available to assist Equiti clients in the areas of specialised accounting and taxation matters.

Rodney Humphreys

Private Wealth

With his passion for helping others reach their true potential, whether it be in their personal life or professional life, Rodney has always wanted the best for his clients. Keeping up to date with current events and trends he has always been at the forefront of ensuring that Equiti remains competitive in the financial market. As the General Manager of the Equiti Group of Companies, Rodney holistically and efficiently guides all staff, not just senior management, in the right direction. Having previously held a leadership role with one of the largest entertainment companies in the country, he has learnt from some of the best in the business. This opportunity led him to transition into a management role for a boutique financial planning firm. During his time there, he was able to realise his love for the financial sector and how extensive knowledge can help people create their own personal amount of wealth. In addition to overseeing the daily running and operations of the Equiti Group of Companies, Rodney ensures that all areas of the business continue to adhere to the Equiti Magna Carta at all times, preserving the rights of each and every client while maintaining Equiti’s responsibilities to them. Rodney has a diligent and detailed eye safeguarding that all our clients’ needs are met and that each and every client receives the best financial service advice available.

Hovig Evanian

Property
Bachelor of Business
Bachelor of Accounting
Bachelor of Economics
Associate Property Estate
Masters in Financial Management

Hovig has hands on experience in the property field having had many key roles in major building projects in commercial and medium density developments. His career has given him the experience to know what his clients are looking for in a property, making him well respected in the property industry. As part of one of his numerous bachelor’s degrees, Hovig studied abroad at Princeton University where he gained international knowledge of the property market and how the Australian market can differentiate. Along with three other degrees from the University of Technology Sydney and completing his masters in financial management, he has the balanced skill set required to look into a client’s finances and advise them on the best property choice for them. Conducting extensive research on a daily basis and looking into the current trends of the property market, he ensures that his clients are making the right decision with his expert advice. Sourcing sound investment opportunities is one of the main things that drives Hovig in helping his clients achieve their financial and lifestyle dreams. Having built multiple property investment portfolios for himself and for his clients, Hovig’s reputation speaks for itself.

Paul Raad

Finance
Diploma of Finance
Diploma of Mortgage Broking

Having been in the financial industry for over 20 years, Paul has extensive knowledge and experience in finance and the private wealth industry. Starting his own business 18 years ago and having won several small business awards, he knows how to ensure that his clients reach their full potential and what they can expect in a financial broker. Paul and his team have built strong relationships with the banks and therefore are able to offer clients the best rates possible. Conducting extensive research on a daily basis and looking after his client’s needs, he acknowledges what is needed by his clients and negotiates the best rates and loans possible to achieve their financial goals. Whether they are looking to build their next home or looking to refinance Paul and his team will be able to assist clients with whatever financial dreams they see for themselves. Volunteering in his spare time, he is always involving himself at either the local soccer clubs or cooking at Ronald McDonald House, giving back to the community and those less fortunate. His naturally generous nature is what drives him in his day to day life. Being a part of the Equiti Advisory Committee, he is responsible for all matters relating to clients achieving finance for their investments. Being able to assist his clients with the right financial lending options, he ensures that his clients receive the best rates and options available.

Olga Markovic

Legal
Bachelor of Laws
Bachelor of Commerce (Accounting)
Legal Practitioner of the Supreme Court of New South Wales

Since Equiti first began, Olga has been a crucial member of Equiti’s legal department and has helped shape the direction and efficient processes of the department. As the Head of Legal, alongside her team, she is responsible for the tailored legal solutions for clients when it comes to Conveyancing, Wills and Estates. After completing her law degree from the University of Western Sydney, she has built up over 17 years of experience and knowledge in the legal sector having worked for various medium and small legal firms throughout her career before starting at Equiti. Her passion for helping clients understand the legal aspects of their journey is one of the main reasons Olga has been so successful at Equiti. Having a Bachelor’s in Commerce majoring in Accounting, Olga specialises in the financial sector with her unique combination of knowledge and experience. With her degrees, she has been able to help staff and clients understand the world of finance and make educated decisions about their future. Olga has guided her staff in both finance and legal when it comes to what a client needs and how we are able to help them. Equiti continues to remain compliant with ASIC and all other government regulatory bodies, which is why Olga is constantly educating herself and keeping up-to-date with the latest and most accurate information available.

Sandi McNamara

Compliance
Tier 1 ASIC Regulatory Guide 146 Qualified

Sandi is a crucial member of the Equiti team and is involved in many facets of the business. With over 15 years’ experience in the Financial Services Industry in Senior Management, she has worked for some of the largest banks in Australia. As the Head of Administration, she ensures that all our back-office processes are completed accordingly in a professional manner. Working in Compliance and Auditing, she researches and keeps up-to-date with the rules and regulations required by the Advisory Financials Guide. She ensures that all advice given to clients is accurate and that we remain compliant with ASIC regulations whilst maintaining Equiti’s Australian Financial Service License. With her genuine passion for the financial sector, she is always looking for ways to better help her client’s needs in a friendly and ethical way. With a dedicated and strong team behind her, they work hand in hand with the financial advisors to ensure that clients are receiving the most up-to-date information. She has always had a passion for the financial sector and she encourages her team to have the same motivation. Believing that education is key, Sandi is always encouraging her staff to seek further education in the financial sector. Wanting to further her own studies and add to her already extensive knowledge, Sandi is currently completing her Certificate IV in Financial Services (Mortgage Broking).

Dr David Parker

Chairman

With over 30 years’ experience in all aspects of portfolio and asset management, Dr Parker is an internationally recognised industry expert and a highly regarded real estate academic. He is a direct advisor to real estate investment groups including listed real estate investment trusts, unlisted funds and private businesses. He is anauthor of academic investment books, editor of numerous academic and industry journals and is a regular conference presenter around the world. Dr Parker has served as a professor at the University of South Australia, the University of Queensland and at the University of Technology Sydney as well as Acting Commissioner of the Land and Environment Court of New South Wales.

Danny H. Assabgy

CEO

As the Founder and CEO of the Equiti Group of Companies, Danny brings specialised knowledge in property investment, financial advisory practice, accounting and business management expertise to the Equiti Advisory Committee. He obtained extensive experience in financial practice through his professional affiliation with several large Chartered Accountancy firms. In a subsequent role as Managing Director of a property investment and development company, Danny was responsible for co-ordinating all investment, acquisition, marketing and property development activities from conception right through to final settlement. In this often-challenging environment, his strong knowledge of the Australian residential and commercial property market coupled with his financial management and investment expertise made his opinions invaluable to the group. Danny is an experienced Accountant, a qualified and authorised Financial Advisor, a licensed Real Estate Agent, as well as an acclaimed Public Speaker in the area of advanced property acquisition, investment and development strategies. As a member of the Equiti Advisory Committee and as the Director of Equiti Property Pty Ltd, he is ultimately responsible for all matters relating to the selection, recommendation, acquisition and management of property investment opportunities for, and on behalf of, Equiti advisors and their clients.

Richard Arnold

Tax and Accounting
Fellow of the Institute of Chartered Accountants of Australia
Fellow of the Taxation Institute of Australia
Registered Tax Agent Company Auditor

As a Fellow of the Institute of Chartered Accountants and a Fellow of the Taxation Institute of Australia, Richard has practiced on his own account since 1991 and previously was the taxation partner in a medium sized practice. With a specialty in providing advice on income tax and indirect taxation matters, Richard has developed a specific skill set and knowledge base that assists high net worth individuals develop the financial, legal and accounting structures that will enable them to achieve financial objectives. He has extensive experience in reviewing complex structures and providing clients with succession and estate planning solutions as well as establishing innovative structures to simplify a client’s financial affairs. In addition to previously being a Director of several public companies, he has been involved as a partner in numerous property and corporate development projects and is regularly retained by both legal and accounting practices to provide specialised taxation advice. As a member of the Equiti Advisory Committee, Richard is personally available to assist Equiti clients in the areas of specialised accounting and taxation matters.

Rodney Humphreys

Private Wealth

With his passion for helping others reach their true potential, whether it be in their personal life or professional life, Rodney has always wanted the best for his clients. Keeping up to date with current events and trends he has always been at the forefront of ensuring that Equiti remains competitive in the financial market. As the General Manager of the Equiti Group of Companies, Rodney holistically and efficiently guides all staff, not just senior management, in the right direction. Having previously held a leadership role with one of the largest entertainment companies in the country, he has learnt from some of the best in the business. This opportunity led him to transition into a management role for a boutique financial planning firm. During his time there, he was able to realise his love for the financial sector and how extensive knowledge can help people create their own personal amount of wealth. In addition to overseeing the daily running and operations of the Equiti Group of Companies, Rodney ensures that all areas of the business continue to adhere to the Equiti Magna Carta at all times, preserving the rights of each and every client while maintaining Equiti’s responsibilities to them. Rodney has a diligent and detailed eye safeguarding that all our clients’ needs are met and that each and every client receives the best financial service advice available.

Hovig Evanian

Property
Bachelor of Business
Bachelor of Accounting
Bachelor of Economics
Associate Property Estate
Masters in Financial Management

Hovig has hands on experience in the property field having had many key roles in major building projects in commercial and medium density developments. His career has given him the experience to know what his clients are looking for in a property, making him well respected in the property industry. As part of one of his numerous bachelor’s degrees, Hovig studied abroad at Princeton University where he gained international knowledge of the property market and how the Australian market can differentiate. Along with three other degrees from the University of Technology Sydney and completing his masters in financial management, he has the balanced skill set required to look into a client’s finances and advise them on the best property choice for them. Conducting extensive research on a daily basis and looking into the current trends of the property market, he ensures that his clients are making the right decision with his expert advice. Sourcing sound investment opportunities is one of the main things that drives Hovig in helping his clients achieve their financial and lifestyle dreams. Having built multiple property investment portfolios for himself and for his clients, Hovig’s reputation speaks for itself.

Paul Raad

Finance
Diploma of Finance
Diploma of Mortgage Broking

Having been in the financial industry for over 20 years, Paul has extensive knowledge and experience in finance and the private wealth industry. Starting his own business 18 years ago and having won several small business awards, he knows how to ensure that his clients reach their full potential and what they can expect in a financial broker. Paul and his team have built strong relationships with the banks and therefore are able to offer clients the best rates possible. Conducting extensive research on a daily basis and looking after his client’s needs, he acknowledges what is needed by his clients and negotiates the best rates and loans possible to achieve their financial goals. Whether they are looking to build their next home or looking to refinance Paul and his team will be able to assist clients with whatever financial dreams they see for themselves. Volunteering in his spare time, he is always involving himself at either the local soccer clubs or cooking at Ronald McDonald House, giving back to the community and those less fortunate. His naturally generous nature is what drives him in his day to day life. Being a part of the Equiti Advisory Committee, he is responsible for all matters relating to clients achieving finance for their investments. Being able to assist his clients with the right financial lending options, he ensures that his clients receive the best rates and options available.

Olga Markovic

Legal
Bachelor of Laws
Bachelor of Commerce (Accounting)
Legal Practitioner of the Supreme Court of New South Wales

Since Equiti first began, Olga has been a crucial member of Equiti’s legal department and has helped shape the direction and efficient processes of the department. As the Head of Legal, alongside her team, she is responsible for the tailored legal solutions for clients when it comes to Conveyancing, Wills and Estates. After completing her law degree from the University of Western Sydney, she has built up over 17 years of experience and knowledge in the legal sector having worked for various medium and small legal firms throughout her career before starting at Equiti. Her passion for helping clients understand the legal aspects of their journey is one of the main reasons Olga has been so successful at Equiti. Having a Bachelor’s in Commerce majoring in Accounting, Olga specialises in the financial sector with her unique combination of knowledge and experience. With her degrees, she has been able to help staff and clients understand the world of finance and make educated decisions about their future. Olga has guided her staff in both finance and legal when it comes to what a client needs and how we are able to help them. Equiti continues to remain compliant with ASIC and all other government regulatory bodies, which is why Olga is constantly educating herself and keeping up-to-date with the latest and most accurate information available.

Sandi McNamara

Compliance
Tier 1 ASIC Regulatory Guide 146 Qualified

Sandi is a crucial member of the Equiti team and is involved in many facets of the business. With over 15 years’ experience in the Financial Services Industry in Senior Management, she has worked for some of the largest banks in Australia. As the Head of Administration, she ensures that all our back-office processes are completed accordingly in a professional manner. Working in Compliance and Auditing, she researches and keeps up-to-date with the rules and regulations required by the Advisory Financials Guide. She ensures that all advice given to clients is accurate and that we remain compliant with ASIC regulations whilst maintaining Equiti’s Australian Financial Service License. With her genuine passion for the financial sector, she is always looking for ways to better help her client’s needs in a friendly and ethical way. With a dedicated and strong team behind her, they work hand in hand with the financial advisors to ensure that clients are receiving the most up-to-date information. She has always had a passion for the financial sector and she encourages her team to have the same motivation. Believing that education is key, Sandi is always encouraging her staff to seek further education in the financial sector. Wanting to further her own studies and add to her already extensive knowledge, Sandi is currently completing her Certificate IV in Financial Services (Mortgage Broking).

Dr David Parker

Chairman

With over 30 years’ experience in all aspects of portfolio and asset management, Dr Parker is an internationally recognised industry expert and a highly regarded real estate academic. He is a direct advisor to real estate investment groups including listed real estate investment trusts, unlisted funds and private businesses. He is anauthor of academic investment books, editor of numerous academic and industry journals and is a regular conference presenter around the world. Dr Parker has served as a professor at the University of South Australia, the University of Queensland and at the University of Technology Sydney as well as Acting Commissioner of the Land and Environment Court of New South Wales.

Danny H. Assabgy

CEO

As the Founder and CEO of the Equiti Group of Companies, Danny brings specialised knowledge in property investment, financial advisory practice, accounting and business management expertise to the Equiti Advisory Committee. He obtained extensive experience in financial practice through his professional affiliation with several large Chartered Accountancy firms. In a subsequent role as Managing Director of a property investment and development company, Danny was responsible for co-ordinating all investment, acquisition, marketing and property development activities from conception right through to final settlement. In this often-challenging environment, his strong knowledge of the Australian residential and commercial property market coupled with his financial management and investment expertise made his opinions invaluable to the group. Danny is an experienced Accountant, a qualified and authorised Financial Advisor, a licensed Real Estate Agent, as well as an acclaimed Public Speaker in the area of advanced property acquisition, investment and development strategies. As a member of the Equiti Advisory Committee and as the Director of Equiti Property Pty Ltd, he is ultimately responsible for all matters relating to the selection, recommendation, acquisition and management of property investment opportunities for, and on behalf of, Equiti advisors and their clients.

Richard Arnold

Tax and Accounting
Fellow of the Institute of Chartered Accountants of Australia
Fellow of the Taxation Institute of Australia
Registered Tax Agent Company Auditor

As a Fellow of the Institute of Chartered Accountants and a Fellow of the Taxation Institute of Australia, Richard has practiced on his own account since 1991 and previously was the taxation partner in a medium sized practice. With a specialty in providing advice on income tax and indirect taxation matters, Richard has developed a specific skill set and knowledge base that assists high net worth individuals develop the financial, legal and accounting structures that will enable them to achieve financial objectives. He has extensive experience in reviewing complex structures and providing clients with succession and estate planning solutions as well as establishing innovative structures to simplify a client’s financial affairs. In addition to previously being a Director of several public companies, he has been involved as a partner in numerous property and corporate development projects and is regularly retained by both legal and accounting practices to provide specialised taxation advice. As a member of the Equiti Advisory Committee, Richard is personally available to assist Equiti clients in the areas of specialised accounting and taxation matters.

Rodney Humphreys

Private Wealth

With his passion for helping others reach their true potential, whether it be in their personal life or professional life, Rodney has always wanted the best for his clients. Keeping up to date with current events and trends he has always been at the forefront of ensuring that Equiti remains competitive in the financial market. As the General Manager of the Equiti Group of Companies, Rodney holistically and efficiently guides all staff, not just senior management, in the right direction. Having previously held a leadership role with one of the largest entertainment companies in the country, he has learnt from some of the best in the business. This opportunity led him to transition into a management role for a boutique financial planning firm. During his time there, he was able to realise his love for the financial sector and how extensive knowledge can help people create their own personal amount of wealth. In addition to overseeing the daily running and operations of the Equiti Group of Companies, Rodney ensures that all areas of the business continue to adhere to the Equiti Magna Carta at all times, preserving the rights of each and every client while maintaining Equiti’s responsibilities to them. Rodney has a diligent and detailed eye safeguarding that all our clients’ needs are met and that each and every client receives the best financial service advice available.

Hovig Evanian

Property
Bachelor of Business
Bachelor of Accounting
Bachelor of Economics
Associate Property Estate
Masters in Financial Management

Hovig has hands on experience in the property field having had many key roles in major building projects in commercial and medium density developments. His career has given him the experience to know what his clients are looking for in a property, making him well respected in the property industry. As part of one of his numerous bachelor’s degrees, Hovig studied abroad at Princeton University where he gained international knowledge of the property market and how the Australian market can differentiate. Along with three other degrees from the University of Technology Sydney and completing his masters in financial management, he has the balanced skill set required to look into a client’s finances and advise them on the best property choice for them. Conducting extensive research on a daily basis and looking into the current trends of the property market, he ensures that his clients are making the right decision with his expert advice. Sourcing sound investment opportunities is one of the main things that drives Hovig in helping his clients achieve their financial and lifestyle dreams. Having built multiple property investment portfolios for himself and for his clients, Hovig’s reputation speaks for itself.

Paul Raad

Finance
Diploma of Finance
Diploma of Mortgage Broking

Having been in the financial industry for over 20 years, Paul has extensive knowledge and experience in finance and the private wealth industry. Starting his own business 18 years ago and having won several small business awards, he knows how to ensure that his clients reach their full potential and what they can expect in a financial broker. Paul and his team have built strong relationships with the banks and therefore are able to offer clients the best rates possible. Conducting extensive research on a daily basis and looking after his client’s needs, he acknowledges what is needed by his clients and negotiates the best rates and loans possible to achieve their financial goals. Whether they are looking to build their next home or looking to refinance Paul and his team will be able to assist clients with whatever financial dreams they see for themselves. Volunteering in his spare time, he is always involving himself at either the local soccer clubs or cooking at Ronald McDonald House, giving back to the community and those less fortunate. His naturally generous nature is what drives him in his day to day life. Being a part of the Equiti Advisory Committee, he is responsible for all matters relating to clients achieving finance for their investments. Being able to assist his clients with the right financial lending options, he ensures that his clients receive the best rates and options available.

Olga Markovic

Legal
Bachelor of Laws
Bachelor of Commerce (Accounting)
Legal Practitioner of the Supreme Court of New South Wales

Since Equiti first began, Olga has been a crucial member of Equiti’s legal department and has helped shape the direction and efficient processes of the department. As the Head of Legal, alongside her team, she is responsible for the tailored legal solutions for clients when it comes to Conveyancing, Wills and Estates. After completing her law degree from the University of Western Sydney, she has built up over 17 years of experience and knowledge in the legal sector having worked for various medium and small legal firms throughout her career before starting at Equiti. Her passion for helping clients understand the legal aspects of their journey is one of the main reasons Olga has been so successful at Equiti. Having a Bachelor’s in Commerce majoring in Accounting, Olga specialises in the financial sector with her unique combination of knowledge and experience. With her degrees, she has been able to help staff and clients understand the world of finance and make educated decisions about their future. Olga has guided her staff in both finance and legal when it comes to what a client needs and how we are able to help them. Equiti continues to remain compliant with ASIC and all other government regulatory bodies, which is why Olga is constantly educating herself and keeping up-to-date with the latest and most accurate information available.

Sandi McNamara

Compliance
Tier 1 ASIC Regulatory Guide 146 Qualified

Sandi is a crucial member of the Equiti team and is involved in many facets of the business. With over 15 years’ experience in the Financial Services Industry in Senior Management, she has worked for some of the largest banks in Australia. As the Head of Administration, she ensures that all our back-office processes are completed accordingly in a professional manner. Working in Compliance and Auditing, she researches and keeps up-to-date with the rules and regulations required by the Advisory Financials Guide. She ensures that all advice given to clients is accurate and that we remain compliant with ASIC regulations whilst maintaining Equiti’s Australian Financial Service License. With her genuine passion for the financial sector, she is always looking for ways to better help her client’s needs in a friendly and ethical way. With a dedicated and strong team behind her, they work hand in hand with the financial advisors to ensure that clients are receiving the most up-to-date information. She has always had a passion for the financial sector and she encourages her team to have the same motivation. Believing that education is key, Sandi is always encouraging her staff to seek further education in the financial sector. Wanting to further her own studies and add to her already extensive knowledge, Sandi is currently completing her Certificate IV in Financial Services (Mortgage Broking).

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