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Sovereign Wealth Funds Briefing - Categorized | Asset Allocation, Market

Super fund expands regional planning arm

Posted on 06 June 2013

A public offer superannuation fund has expanded its financial planning presence into regional Victoria, establishing an office in the town of Bendigo with a full-time financial planner.
Equipsuper, which launched its financial planning arm in 2007, will launch its second office in the region following the previous office launch in Traralgon, both of which aim to service fund members seeking advice outside Melbourne. Thirty-year financial planning veteran Michael Fitzpatrick, who previously ran his own practice, has been recruited to head up the office’s advice unit………………………………………..Full Article: Source


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