Bringing Private Wealth Management to All Australians
1300 990 990

The Equiti Advisory Committee

Thanks to a highly developed team based approach to private wealth management, an Equiti adviser 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.

One of those key resources is the knowledge bank known as the Equiti Advisory Committee.

The Equiti Magna Carta states that:

3. A client has the right to access a knowledge bank and a level of wealth management expertise that may exceed the level reasonably expected by any single adviser. Since many wealthy clients have always had an entire team of experts helping them manage their money, we believe that every Australian looking at attaining financial security also deserves the same type of comprehensive team of experts. As such, each Equiti adviser will be fully supported by the expertise of the Equiti Advisory Committee. This advisory committee shall, at all times, encompass a combined experience in financial and wealth management strategies and techniques, strong sharemarket and securities knowledge, a complete understanding of superannuation legislation, shall be experienced in establishing appropriate finance structures, have up-to-date and in-depth taxation and accounting knowledge, risk management expertise, qualified legal opinion, understanding of property investment principles and has a strong history of achievement. This team based approach removes the deliverance of wealth management from the individual to the team.

 This team based approach ensures that each and every Equiti client receives the same high standard of quality advice, recommendations and wealth management solutions.

The individual members that make up the Equiti Advisory Committee are:

Peter Bobbin

Financial Advisory and Compliance Management

peter2
1983 Bachelor of Commerce (Accounting and Financial Systems) – Bachelor of Laws (UNSW)
1998 Master of Taxation – Fellow of the Taxation Institute of Australia

As a partner of The Argyle Partnership, Peter Bobbin has over 20 years experience in advising the financial services industry on structuring, regulatory compliance and general commercial matters, and has been appointed as Equiti’s chief advisor on financial advisory and compliance management issues.

With his specialised knowledge of the financial services, taxation and superannuation industry, Peter has been a frequent author and contributor to Money Management, Independent Financial Adviser, Australian Financial Review, BRW, Asset, The Australian, SMH, The Age and Money publications.

His experienced in managing ASIC’s enforceable undertaking matters, providing technical direction for AFSL holders and managing negotiations with financial services regulators. He has also lobbied federal government in Alienation of Personal Services Income, adequate compensation arrangements and on the matters relating to the taxation of trusts. Peter was also invited to participate as the only individual representative on the Federal Treasury initiative arising from the Ralph Report to tax trusts as companies.

He is the co-author of the Financial Services Reform Implementation Kit, Privacy Implementation Kit, Supervision and Monitoring Kit with Financial Planning of Australia Limited and has received instructions to act on a project basis from each of Australia’s major financial institutions.

Peter has also been involved in developing Australia’s first Master Financial Planning for the University of Western Sydney where he was a lecturer to the Graduate Diploma and then Master of Laws from 1988 to 2000.

Peter prides himself on his ability to communicates clearly in a succinct ‘plain English’ style and on his ability to provide practical advice.

Richard Arnold

Specialist Accountant

(FCA, FTIA)
david
Fellow of the Institute of Chartered Accountants of Australia
Fellow of the Taxation Institute of Australia

Registered Tax AgentCompany Auditor

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 and previously was the taxation partner in a medium sized practice.
With a specialty in the areas of providing advice on income tax and indirect taxation matters, Richard has developed a specific skill set and knowledge base that assist 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 clients 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.

George Samaras

Taxation, Superannuation and Trusts Lawyer

george
Bachelor of Commerce (Accounting)
Bachelor of Laws
Member of the Law Society of NSW
Fellow Member of the Taxation Institute of Australia
Studying Master of Laws (Corporate, Commercial and Taxation)

As a member of the Equiti Advisory Committee and the Young Lawyers Business Law Committee, George Samaras has developed a passion for commercial law matters and is responsible for the areas of taxation, superannuation and trusts law.

Since 1997, George has direct experience in the preparation of financial statements and taxation returns for individuals, partnerships, companies, trusts and self managed superannuation funds and has been responsible for the provision of taxation research and advice for a wide range of clients.

As a practicing solicitor, he has produced a variety of commercial transaction documents and has represented clients at local, district and Supreme courts. His management and handling of taxation audits, investigative proceedings and disputes with the Australian Taxation Office and the NSW Office of State Revenue has given George a first-hand view of this regulatory environment.

Today, George is a practicing solicitor and advices clients in the areas of specialty taxation, superannuation and trusts law.

More specifically, he has focused on the provision of highly specialised taxation advice to Tax Accountants and Financial Planners together with small, medium and large private businesses and high net worth individuals.

Danny Assabgy

Property Investment Specialist

david
Bachelor of Commerce
Diploma of Financial Services (Financial Planning)
Certificate IV Real Estate
Licensed Real Estate Agent NSW
Licensed Real Estate Agent QLD
Licensed Real Estate Agent VIC

As the Founder and Chief Executive Officer of the Equiti Group of Companies, Danny Assabgy brings specialised knowledge in property investment, financial advisory practice, accounting and business management expertise to the Equiti Advisory CommitteeHaving obtained extensive experience in financial practice through his professional affiliation with a number of large Chartered Accountancy firms such as Ferrier Hodgson, Horwath & Horwath and Hall Chadwick, Danny subsequently joined a specialised property investment and development company.

In a later 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 Adviser, a licensed Real Estate Agent in New South Wales, Queensland and Victoria as well as an acclaimed Public Speaker in the area of advanced property acquisition, investment and development strategies.

In his role 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 financial advisers and their clients.

John Brice

Financial Structures

brett
Certificate IV in Finance Broking
Member of Australian Finance Group
Member COSL
Studying Law at Griffith University
Justice of the Peace (NSW)

With over 15 years experience in the banking and finance industry, John Brice is responsible for developing and administrating the groups various financial structures.

Having commenced his finance career in the commercial division of one of the major Australian financial institutions, John learned the intricacies of the Australian financial regulatory environment by handling the mortgage and loan processing for high valued clients.

John began his finance broking career working as a specialist in mortgage reduction strategies before moving to mainstream finance broking. He started his own finance broking company in 2005 where he was directly responsible for developing the systems that would streamline the businesses operations and where he developed specific products and financial solutions that suited the specific needs of individual clients.

This experience gave John a unique perspective of the relationship that exists between financial structures and the financial advisory process and enabled him to develop tailored financial solutions that would assit clients in the attainment of their goals.

As Head of Finance at Equiti Finance Pty Ltd, John is responsible for developing the various financial structures that are used by Equiti advisers and his constant drive to exceed client expectations has seen him develop Equiti Finance into one of Australia’s best and most dynamic finance brokerages.