Bringing Private Wealth Management to All Australians
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Our People

It is the quality of our people that determines our success as a company and the success of our clients.

At the very heart of Equiti are our financial advisers and the team that supports them.

A client has the right to receive professional, knowledgeable and trustworthy financial advice from an adviser who is proficient in wealth management matters. An Equiti financial adviser must attain formal advisory qualifications and must:

      • be educated in the techniques of financial planning;
      • possess an understanding of the investment alternatives available in the marketplace; and
      • exhibit unquestionable honesty and concern for his or her client.

Each Equiti financial adviser adopts a best practice approach to wealth management and strictly adheres to our highly developed and systematic approach to financial advisory services.

Meet our Equiti advisers and some of the people that support them:

 

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Dr David Parker


Chairman
Equiti Capital Limited

David Parker is an internationally recognised real estate industry expert and highly regarded real estate academic, being a director and advisor to real estate investment groups including listed real estate investment trusts, unlisted funds and private real estate businesses. Dr Parker is currently the inaugural Professor of Property at the University of South Australia, Adjunct Professor at the University of Queensland and at UTS, a Visiting Fellow at the University of Ulster and an Acting Commissioner of the Land and Environment Court of New South Wales.

With over 25 years’ experience in all aspects of property fund management, portfolio management, asset management and property management as well as in property valuation, Dr Parker previously held senior executive positions with Schroders Property Fund and ANZ Funds Management. Dr Parker consults widely to REITs and real estate funds, having developed a proprietorial research-based real estate investment decision making process linking corporate vision to individual real estate assets.

Dr Parker is a member of the Society of Property Researchers, the American Real Estate and Urban Economics Association and the European, American and Pacific Rim Real Estate Societies. The author of numerous papers published in academic and industry journals, Dr Parker is a regular conference presenter around the world and Editor of Pacific Rim Property Research Journal, Editorial Board Member of the highly ranked Journal of Property Research and Property Management and author of Global Real Estate Investment Trusts: People, Process and Management.

 

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Danny H. Assabgy


CEO
Equiti Private Wealth

As Founder and Chief Executive Officer of the Equiti Group of Companies, Danny brings specialised knowledge in financial advisory practice, property investment and business management expertise to Equiti Capital Limited.

Danny gained experience in the identification, acquisition, management and marketing of residential property projects as well as obtaining specific knowledge in the areas of development and construction management. Danny has also served as Chief Executive Officer of the residential investment division of Simonds, Australia’s 4th largest residential home builder.

Under his directorship, the Equiti Group of Companies has been providing private wealth management services to Australians since January 2006 and has grown to include financial advisory, real estate, mortgage management and funds management services.

Danny is an experienced accountant, financial advisor and a licenced real estate agent in New South Wales, Queensland and Victoria as well as being ASIC RG146 compliant. He holds a number of corporate directorships and performs the duty of Responsible Manager on the AFS licences for both Equiti Capital Limited and Equiti Financial Services Pty Ltd as well as being the key person on the Australian Credit Licence for Equiti Finance Pty Ltd.

 

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Richard Arnold


Executive Director
Equiti Capital Limited

As a Fellow of the Institute of Chartered Accountants and a Fellow of the Taxation Institute of Australia, Richard Arnold has practiced on his own account since 1991. Prior to that he was a senior partner in a medium sized practice for many years.

As a Chartered Accountant with a particular interest in property investment and development related matters, Richard brings a vast amount of experience and specialised property investment knowledge to Equiti Capital Limited.

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 both legal and accounting practices to provide specialised taxation advice on property investment and development related matters, including stamp duty, GST, income and capital gains taxes as well as advise on the appropriate structures

Richard brings to the Board significant knowledge and experience that ensures investment and structural decisions for each fund are made with sound judgment and are based on over 40 year experience.

 

david

Rod Humphreys


General Manager
Equiti Private Wealth

Having advanced his career in a leadership role with one of the largest entertainment providers in the country, Rodney later accepted a role as Marketing Manager for a boutique financial planning firm.

It was during this time that Rodney 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.

In his role as General Manager, Rodney 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

 

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Dean Short


Financial Adviser
Equiti Private Wealth

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.

A universal understanding of a client’s affairs is always the first step in Dean’s financial advisory process and with over 6 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.

peter

Peter Kaleski


Financial Adviser
Equiti Private Wealth

Peter has over 8 years experience working in the Financial Services industry.

As a qualified Financial Adviser, Peter feels that understanding a client’s goals and objectives is the first step in effective wealth management, coupled with dedicated client service.

With a focus on holistic financial planning and wealth management advice, Peter says, “I believe my job is to educate my clients to make smart investment decisions.”

To compliment his financial advisory experience, Peter also holds a Bachelor of Commerce degree and a Graduate Diploma of Financial Planning.

Ewan Henderson


Financial Adviser
Ewan has been in the financial services industry for over 15 years, specializing in Financial Planning for the past 10 years.

Ever mindful of the changing Financial Landscape Ewan is passionate about assisting his clients reach their financial potential

“I take great pleasure knowing the positive effect I can make to my clients lives in providing financial solutions through planning and strategy”.

alan

Alan Booth


Senior Client Manager
Equiti Private Wealth

Alan is a founding fellow of the Australian Sales Management Institute and a retired CEO of a large, highly successful international marketing organisation.

Alan has been in the forefront of the property investment and financing areas for many years.

Today, in his more senior years, Alan utilises his wealth of professional and personal experience in his role as Senior Client Manager, and assists Equiti clients to establish rewarding relationships with their financial adviser.

Glen

Jim Calagis


Client Manager
Equiti Private Wealth

With an accounting background going back many years, Jim has had a successful investing career over those years 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 his clients to receive the best advice for the betterment of their lives and their futures.
“There is no better feeling than to see happy clients and knowing you have made a difference”
Hovig

Hovig Evanian


Head of Property
Equiti Private Wealth
Bringing over 15 years of experience in all facets of the property industry Hovig has held key roles in major projects ranging from low and medium density development through to large commercial and mixed use sites throughout his career.

His years of hands on experience and tertiary qualifications in the field of Accounting, Economics and Finance make Hovig an asset to the 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. Hovig is currently completing his Masters at Macquarie Graduate School of Management.

Hovig is passionate in researching areas across Australia and sourcing sound investment opportunities for his clients. Nothing gives Hovig more satisfaction than helping his clients achieve their financial and lifestyle goals through building their multiple property portfolios.

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Teah Forbes


Finance, Property & Legal Co-ordinator
Equiti Private Wealth

Teah has a degree in Applied Finance and a Diploma of Financial Services. Teah uses her finance background and customer service experience in providing clients with the best level of care.

Teah is both a Credit Liaison Officer for Equiti Finance and a Property Liaisons Officer for Equiti’s Property division.

Passionate about assisting Equiti clients in resolving their financial challenges, Teah always ensures that clients receive the care and attention they deserve.

Committed to client satisfaction, Teah strives to deliver the best results for all parties involved.

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Sandi McNamara


Head of Administration, Compliance & Training
Equiti Private Wealth

Sandi is an integral part of the Equiti team and is involved in many facets of the business. Her role sees her a Head up 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, has seen her develop 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.

Sandi is industry Tier 1 RG146 Qualified, is currently completing her Certificate IV in Financial Services (Mortgage Broking) and recently received the ‘Equiti Employee of the Year award for 2014’.

Kasha

Kasha Pogson


Para planner
Equiti Private Wealth
Kasha joined the Equiti team in 2012 and through some hard study she has worked her way through the ranks to the position of Paraplanner.

Kasha is currently nearing the completion of her final year of studies in Financial Planning.

Quickly developing her strengths while in her role as a Paraplanner, which sees her assist the Senior Financial Advisers in offering our clients personalised strategies that will see them reach their desired goals and objectives, her diverse knowledge of the Equiti business see her often relieve in other roles.

Her friendly, approachable nature and positive attitude to both team mates and clients make her a valuable part of the Equiti family and she recently received the accolade of ‘High Achiever of the Year for 2014’ award.

Sarah

Jay Chowdhury


Administration Assistant
Jay has been with the Equiti team for over 12 months and brings an enormous amount of skill and knowledge to the business. He works closely with the Senior Financial Advisers 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.

He has completed his Diploma of Financial Planning which 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

Sarah Parkes


Receptionist
Sarah started with Equiti in January 2014 after graduating from year 12 where she completed her HSC. Sarah is a valuable team member and has recently progressed her career with Equiti and moved into the Financial Planning team.

Sarah works closely with the Senior Financial Advisers to ensure all business lodgments and administration tasks are completed in a timely & 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.

angela

Varun Singh


Finance Administration Assistant
Varun stared with Equiti Finance in May 2015 as Finance Administration Assistant after completing his Masters degree in Finance and Commerce. His job is to provide front line support to the brokers to ensure quick and hassle free loan approvals for our clients.

Varun has used his education and his work experience at Equiti to grow into his new role as a Senior Broker Support Coordinator.

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Angela Ai


Accountant
Equiti Private Wealth

Angela Ai is the group Financial Accountant and holds a MC from Sydney University, with majors in Accounting and Finance. She has worked in the financial and management accounting field for more than 20 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. She particularly enjoys the challenge of problems solving and dealing with the Group’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.

Jason Song

Jason Song


Assistant Accountant
Equiti Private Wealth

Jason is the Assistant Accountant for the Equiti Group of companies.

He has a Master Degree of Professional Accounting from University of Technology Sydney, he is also an Associate Member of CPA Australia at the moment.Before joining Equiti in 2013, Jason has over four years’ experiences in public accounting industry.

As Assistant Accountant, he is responsible for providing all SMSF accounting, taxation compliance and other Equiti Group finance related affairs support.

sandi

Riley Jacka


Receptionist
Riley joined the team in May 2015 as the Equiti Receptionist, she is the first point of contact for all valued clients via phone and face to face. After completing her HSC at St Patrick’s Marist College Riley gained skills and knowledge in the customer service field with two major companies, this has helped Riley offer our clients a professional and friendly experience with Equiti. Riley is also responsible for assisting Senior Managers on a day to day basis as well reporting and the entry of client data. Riley is looking forward to growing her career with Equiti and has completed her First Aid Certificate and was part of the Australian Army Cadets as a Warrant Officer.

Shereen Flaherty


Senior Client Relationship Manager
Shereen heads up our marketing department and she has a real passion for helping people to achieve their financial goals.

Being the mother of 7 children Shereen has an in depth and personal knowledge of budgeting. Outside of work you will usually find her either at the local soccer fields where she loves to get in and give a hand.

James Nicholls


Client Relationship Manager
James joined the Equiti team after working for fifteen years in the landscaping and construction industry.

James has worked on significant projects in the greater Sydney metro area including the international regatta center in preparation for the Sydney Olympics, as well as major landscaping and civil works for major developments in Glenmore Park, Albion park, Nowra and the Blue Mountains.

At Equiti James has discovered a true passion for the finance industry and being part of a dedicated and professional team working with assisting clients at the beginning of their journey with Equiti.