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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Responsive-Image

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.

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 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.

Hovig Evanian

Investment Advisor,
& Head of Property

With over 15 years’ experience in all facets of the property industry, Hovig has held key roles in major residential and commercial development projects. His years of hands on experience and tertiary qualifications in the field of Accounting, Economics and Finance makes Hovig an asset to the advisory team at Equiti. Hovig has studied abroad in Princeton USA, as well as graduating at the University of Technology Sydney, majoring in Accounting and Economics. He is passionate about researching areas across Australia and sourcing sound investment opportunities for his clients. Helping his clients achieve their financial and lifestyle goals through building their multiple property portfolios is Hovig’s most important objective.

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.

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.

Sandi McNamara

Head of Administration,
Compliance & Training

Sandi is industry Tier 1 RG146 Qualified and is an integral part of the Equiti team, involved across many facets of the business, and she is currently completing her Cert IV in Financial Services (Mortgage Broking). Her role sees her lead the Administration Team to ensure all back office and processing is completed in a timely and professional manner, along with checking the Australian Financial Services License is compliant and ASIC regulated. With over 15 years’ experience in the financial services industry, from Senior Management in a top tier bank, to compliance and auditing for an Australian Financial Services Licensee, Sandi has developed an in-depth knowledge of the Financial Planning steps along with a genuine passion towards ensuring her clients are serviced in a friendly and ethical way.

Dean Short

Senior Financial Advisor

A universal understanding of a client’s affairs is always the first step in Dean’s financial advisory process, and with over 15 years’ experience in the Financial Services industry, Dean is passionate about ensuring that a client’s personal objective is always the first item on his agenda. He specialises in SMSF, shares and margin lending. Having been with Equiti since 2007, Equiti clients have long admired Dean for his ability to build strong client relationships with his down-to-earth approach to wealth management.“My job is helping people and that’s why I like it so much,” says Dean.

Ewan Henderson

Review Financial Advisor

Ewan has been in the financial services industry for over 15 years, specialising in Financial Planning for the past 10 years. Spending time in large corporate environments and smaller boutique companies, Ewan has been exposed to and has experienced the different levels and diversity involved in providing financial advice and solutions. Very mindful of the changing financial landscape, Ewan is passionate about assisting his clients navigate their way to financial freedom. He says, “I take great pleasure knowing the positive effect I can make to my clients’ lives in helping them realise their financial dreams and goals through planning and strategy.”

Steve Rogers

Client Manager

Bachelor of Business With over 4 years’ experience in the financial sector, Steve brings an extensive range of knowledge to our clients. Beginning his career in sales for Volkswagen in South Yarra VIC, it gave him the skills needed to move into finance 5 years later. At Equiti, he specialises in bringing clients the latest information about the financial sector and would rather take the time to get to know you rather than giving you generic advice.

Mark Whitmore

Client Manager

With over 12 years’ experience in the financial and insurance industry Mark felt he could achieve more in the private wealth industry. Helping his clients invest in property and increasing their superannuation is a field that Mark specialises in and wants to also increase his own portfolio. Clients can relate to him as he is also on his own wealth creation journey and can help his clients with their journey. Within the next 12 months Mark hopes to grow in his role and go back to school to become a Financial Planner.

Aaron Martin

Property Specialist

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.

Alan Booth

Senior Client Manager

Alan is a founding member of the Australian Sales Management Institute and a retired CEO of a large, highly successful international marketing organisation. He has been in the forefront of the property investment and financing sector for many years. Today, in his more senior years, Alan utilises his wealth of professional and personal experience in his role as a Senior Client Manager, and assists Equiti clients to establish rewarding relationships with their Financial Advisor.

Paul Van-Ostayen

Client Manager

Paul has been with Equiti since 2016 and brings over 25 years of senior accounting and financial management experience from numerous small and large-scale businesses, both local and abroad. He is a CPA equivalent accountant and holds a masters’ degree in business administration. Loving the industry and driven by applying his knowledge and skills, Paul genuinely enjoys helping Australian families understand the benefits of long term financial planning by facilitating their life-term financial goals and objectives.

Jim Calagis

Senior Client Manager

With an accounting background going back many years, Jim has had a successful investing career and has been able to devise many successful strategies.As national sales manager of a multinational company, he gained a different perspective when dealing with a variety of businesses and people. Jim would like all of his clients to receive the best advice for the betterment of their lives and futures. He says, “There is no better feeling than to see happy clients and knowing you have made a difference.”

Martin Piek

Client Manager

Gaining over 20 years’ experience in the banking and financial sector Martin has always been passionate about helping his clients reach financial security. Obtaining his bachelor’s Degree in Commerce Martin has always had an interest in the financial sector. He takes pride in learning about his client’s determination about financial security, which is one of the reasons he is happy to work for Equiti.

Jason Song

Senior Accountant

Jason has a master’s Degree of Professional Accounting from the University of Technology Sydney, and he is also an Associate Member of CPA Australia. Jason has also obtained his certificate SMSF Specialist from CPA. Before joining Equiti in 2013, he had years of experience in the public accounting industry. Jason is responsibility for providing all SMSF accounting, taxation compliance and other Equiti finance related affairs and support. He strives to be continually educated and continually stays abreast of the ever-changing SMSF regulations and practices, ensuring our clients receive the most effective and up-to-date SMSF advice and administration.

Dalby Bajwa

Broker Support Team Leader

Dalby first joined the Equiti finance team in 2014. His job is to provide front line support to the brokers to ensure quick and hassle-free loan approvals for our clients. He brings over 7 years’ experience of property conveyancing and settlements, vital in ensuring property purchases settle on time. Dalby’s extensive experience, combined with his boundless energy and unparalleled efficiency, making him an important link in the finance process. He is a pleasure to deal with and always strives to ensure the highest level of customer satisfaction possible.

Kasha Pogson

Paraplanner

Kasha joined the Equiti team in 2012 and quickly worked her way up to the position of Paraplanner. Utilising her strengths, she assists the Senior Financial Advisors in offering our clients personalised strategies that will see them reach their desired goals and objectives. Kasha is currently completing her studies in Financial Planning. Her diverse knowledge of Equiti often sees her involved in other areas of the business. Kasha’s friendly, approachable nature and positive attitude to both team mates and clients make her a valuable part of the Equiti family.

Varun Singh

Broker Support Co-Ordinator

Varun started with Equiti in 2015 as Finance Administration Assistant after completing his Masters degree in Finance and Commerce. His primary responsibilities include providingadditional support to the brokers to ensure swift and seemingly effortless loan approvals for our clients. Varun has used his education and his work experience at Equiti to grow and develop his own skills and knowledge base, while engaging his passion for providing a smooth bridge between brokers and clients’ interests.

Jay Chowdhury

Paraplanner

Jay has been with the Equiti team since 2015 and brings an enormous amount of skill and knowledge to the business. Jay has recently completed his Advanced Diploma in Financial Planning and works closely with the Senior Financial Advisors. Assisting with the lodgement of business and continues to build the clients’ ongoing relationship with Equiti. He is responsible for all the lodgement relating to SMSF. His advanced Diploma has given him the necessary requirements in understanding clients’ in-depth financial goals, as well as the financial planning industry. Jay will go above and beyond to ensure his clients are serviced in a friendly and professional manner.

Sarah Parkes

Finance Administration Assistant

Having been with Equiti since 2014, Sarah is a valuable team member and has progressed her career with Equiti, moving into the financial planning team. Sarah works closely with the Senior Financial Advisors to ensure all business lodgements and administration tasks are completed in a timely and efficient manner. She has a friendly and happy personality and has a genuine passion when dealing with clients. Sarah is looking forward to cementing her career with Equiti and looks forward to working towards Equiti’s vision.

Julio Reyes

Finance Administration Assistant

Julio has been with Equiti since 2016, and is currently part of our finance team, assisting with administration. He holds a bachelor’s Degree in commerce, majoring in Accounting, as well as a Bachelor Degree in Science. Moving into the financial sector more than 20 years ago. Julio is very passionate about helping others and constantly strives to assist our clients with the full range of financial benefits Equiti has to offer.

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 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.

Hovig Evanian

Investment Advisor,
& Head of Property

With over 15 years’ experience in all facets of the property industry, Hovig has held key roles in major residential and commercial development projects. His years of hands on experience and tertiary qualifications in the field of Accounting, Economics and Finance makes Hovig an asset to the advisory team at Equiti. Hovig has studied abroad in Princeton USA, as well as graduating at the University of Technology Sydney, majoring in Accounting and Economics. He is passionate about researching areas across Australia and sourcing sound investment opportunities for his clients. Helping his clients achieve their financial and lifestyle goals through building their multiple property portfolios is Hovig’s most important objective.

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.