Quality Advice

Prior to establishing Equita, Shane worked with one of Australia's largest financial planning groups (part of the ANZ Banking Group) in their 'Advice Assurance' team. Shane's primary role was to assess the quality of advice provided by the group's advisers, and to help them to improve their advice. This background ensures that the quality of advice is paramount in everything we do.

Great Service

We pride ourselves on providing the highest level of service in our industry. Whilst some advisers believe their time is more precious than their client's, we believe the opposite is true, and will go out of our way to look after you, no matter how small or large your requirements are.

Strength

When you deal with Equita, you can rely on the strength of a group with over 110 advisers Australia wide that has been operating for over twenty years.

You can also feel safe in the knowledge that we are a member of the Financial Ombudsmen Service, which provides our clients with access to fair and independent dispute resolution. We also have professional indemnity insurance which covers up to $2,000,000 for any one claim. Of course we don't expect that you'll ever have to worry about this, but it's nice to know it's there.

Experience & Knowledge

Our financial adviser has over a decade of experience in the financial services industry. He has worked for some of Australia's largest finance and insurance groups including the NAB, Suncorp, IAG and ANZ/ING (via their fully owned subsidiary, Millennium3 Financial Services).

Shane has a Diploma of Financial Services (Financial Planning) and is nearing completion of the advanced diploma. Postgraduate studies in the form of a Master of Applied Finance is soon to be commenced.

Passion

At Equita, we provide many different types of advice and service every day. Whilst the tasks may differ, they all have one thing in common - we perform them with passion.

Whether you're after a full financial plan for your future, or simply need to update your address, our passion for great service will shine through every time.

INSURANCE

FINANCE

INVESTMENT