Who we are

At Equiti, our mission is to help people achieve
their financial goals and dreams through effective
wealth management.

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Who we are

At Equiti, our mission is to help people achieve
their financial goals and dreams through effective
wealth management.

Bringing private wealth management
to all Australians

When Equiti first began, we established a philosophy centred on client relationships, focusing on the unique needs and concerns of individual clients, not following the traditional path of simply ‘selling’ investments. Today, we continue to embrace this philosophy.

We aim to help you make educated and informed decisions about your own money, and assist you in
developing a strategy for managing and growing it. Our structured wealth management solutions are
designed to determine a tailored financial plan created specifically for you.

Over satisfied clients

The Equiti Difference

We commit our energy, our intellect and our knowledge to attaining the financial goals and dreams of our clients by providing the highest possible level of service and delivering superior investment alternatives. We understand that the measure of our value is a reflection in our clients’ success in meeting their goals.
View the Equiti Magna Carta Equiti

In the pursuit of our mission, Equiti will at all times:

  • Ensure the personal needs and objectives of clients always come first
  • Provide service with the highest level of integrity and honesty
  • Assist clients in making educated and informed decisions by committing to their education and allowing them to be involved in their own investment strategy decisions
  • Retain a team based approach to wealth management, which is fundamental to providing a superior and cost-efficient service to all Australians seeking financial security
  • Provide innovative solutions that will enable us to excel beyond our peers
  • Continually educate our Advisors and the Equiti Advisory Committee
  • Adhere to the Equiti Magna Carta to ensure the preservation of clients’ rights and responsibilities
  • Remain independent from any financial or institutional company

Meet Our People

Our team-based and holistic approach to wealth management allows us to service clients in a more integrated way, as areas of advice often overlap. Your Equiti Advisor is able to discover opportunities, investments and strategies that work best together and to focus on the core milestones most important to you.

Danny H. Assabgy

CEO

As Founder and CEO of Equiti, Danny brings specialised knowledge in financial advisory practice, property investment and business management expertise. He is an experienced accountant, financial advisor and a licenced real estate agent. As a result to his contribution to the Australian property market, Danny was named the 2016 Building and Construction Executive of the Year by CEO Magazine. Under his directorship, Equiti has been providing private wealth management services to thousands of Australians since 2005 and has grown to include financial advisory, real estate, mortgage management, legal and funds management services.

Richard Arnold

Executive Director

Richard brings a vast amount of experience and knowledge, ensuring investment and structural decisions are made with sound judgment, based on over 40 years’ experience. After being a senior partner for many years, Richard has been practicing independently since 1991, and is now a Fellow of the Institute of Chartered Accountants and of the Taxation Institute of Australia. In addition to previously being a Director of several public companies, he has been involved as a direct partner in numerous property investment and development projects and is regularly retained by legal and accounting practices to provide specialised taxation advice on property investment and development related matters.

Rod Humphreys

General Manager

Rod brings with him a vast wealth of experience and knowledge to the Equiti Group and is responsible for ensuring that all Equiti clients continue to receive the highest level of service. Having advanced his career in a leadership role with one of the largest entertainment providers in the country. He later accepted a role as Marketing manager for a boutique financial planning firm. It was during this time that he witnessed the difference that a financial advisory service had brought to many people’s lives and therein began his love affair with the financial advisory industry.

Angela Ai

Accounting Manager

Angela is our Accounting Manager and holds a Masters of Commerce from the University of Sydney with majors in Accounting and Finance, as well as a Master Degree of Economics from Huazhong University. She has worked in the financial and management accounting field for more than 25 years. Her extensive experience as a Financial Accountant has given her a range of high-level skills. She has particular strengths in SMSF accounting including preparation of tax returns and financial statements, payroll, payroll tax, budgeting and cash flow forecasting and management reporting and analysis. Angela particularly enjoys the challenge of problem solving and dealing with Equiti’s accounting and financial affairs, along with its clients. She is highly experienced in MYOB and Class Super, and is focused on building efficient accounting and financial systems and procedures.

Olga Markovic

Solicitor

With a Bachelor of Laws as well as a Bachelor of Commerce, majoring in Accounting, Olga is our Senior Property Lawyer and has been running our property law division for the past 7 years. Olga has over 17 years’ experience in the property industry and believes that “it is an area of law that affects almost every person in Australia, sometimes more than once in their life”. With this logic, she has a natural desire to help people, and has decided to do so through all facets of property law.

Aaron Martin

Head of Property

Aaron joined Equiti as a Property Adviser at the end of 2017 after spending 3 years in the property sector for one of Australia’s largest independent advisory firms. Prior to joining the finance sector, he spent 14 years in the property industry, including site development acquisition and consolidation, residential/commercial/industrial, rural sales and property management. Aarons passion is helping our investors view property as an investment vehicle rather than just bricks. By educating our clients in what makes a solid property investment acquisition, it provides the foundation of a sound choice and ultimately a successful investment.