With over 35 years’ industry experience, Rod’s considerable skill and expertise was recognised by the Financial Planning Association with a National Value of Advice Award in 2006. In 2009 Rod received an FPA Fellow Award for his many years of highly regarded service to the financial planning industry.

A long-time resident of Hobart’s eastern shore, Rod is passionate about his local community and business affairs.

Doug has over 40 years’ experience in the financial services industry. For the past 15 years, he has provided specialist advice and ongoing service to the medical profession in Tasmania, resulting in Aequis’ position as the preferred adviser for AMA members.

Doug is a graduate member of the Australian Institute of Company Directors and has held board positions within the Tasmanian sporting community over the past three decades.

Ian is one of the founders and senior advisers at Aequis, with 25 years’ industry experience. Ian specialises in pre- and post-retirement planning and creating long term, sustainable wealth for his clients. Ian spends his leisure time farming and producing wine, and enjoys competitive hockey and squash.

Nick brings 16 years of industry experience to his role at Aequis. He is passionate about assisting his clients to build wealth while ensuring optimal structure for their debt. Nick is also an accomplished sportsman and devoted new father.

Angela’s particular interest is in pre-and post-retirement plans and she has specialist knowledge of the RBF superannuation fund. Highly committed to all her clients, Angela was a national and state winner in the 2007 Financial Planning Association (FPA) Value of Advice Awards, recognising her professionalism and the high value of advice she offers to her clients.

Jackie has over 18 years’ experience in the financial services industry. Her specialist skills include pre-retirement planning and assisting clients to create sound financial futures. She is active in community events and can often be seen pounding the pavement in local fun runs.

A Bachelor of Business graduate, Nicole also brings extensive small business experience to her role at Aequis. Nicole enjoys the challenge of making the most out of every dollar and, in spite of a love of travelling, was irresistibly drawn to Tasmania by the prospect of relaxing on a deck and enjoying the exquisite views.

As a member of our financial planning team, Erin strives to present the best possible solutions to meet our clients’ needs. Dedicated to advancing her expertise, she is currently undertaking the CFP® Certification Program. Erin’s loves include fishing, diving and exploring Tasmania’s pristine coastline.

Anton has worked in the financial services industry since completing his degree in 2004. He enjoys helping his clients to make informed financial decisions that empower them to live a great life. Anton loves his family, enjoys a good coffee and values wisdom above all else.

Andrew brings 10 years of Financial Services Industry within banking and financial planning business to Aequis.

Andrew is passionate that clients identify what's important to them in their lives and that they take a positive strategic approach to attaining their goals with appropriate financial solutions. Andrew has returned to Tasmania after 10 years interstate, and is looking forward to embracing the wonderful lifestyle Tasmania has to offer.

A recent UTAS graduate, Richard holds a Bachelor of Commerce/Arts degree, and is currently studying the Diploma of Financial Services. He is looking forward to an exciting future ahead in the financial planning industry. He is also keen to promote the importance of establishing long term financial goals to his fellow “Generation Yers”. Richard loves all things sport, and can often be seen walking the fairways at his local golf course.

Steve has held senior management positions across Australia and is a graduate of the Mt Eliza School of Management and a graduate member of the Australian Institute of Company Directors. Steve’s loves include his family, bushwalking, the performing arts, sailing and growing berry fruits. He is a regular exhibitor at the biennial Australian Wooden Boat Festival.

After graduating from university, Belinda spent eight years as a stockbroker before embarking on a career change. She gained four years’ management experience before re-entering the industry she is passionate about. Belinda is a Director of Cricket Tasmania and in her spare time enjoys bushwalking.

Elspeth brings exceptional client service skills to her role as our Administration Manager. She has recently completed a Diploma in Financial Services (Financial Planning) and a Diploma in Business Management. Elspeth is responsible for the firm’s day-to-day financial transactions and account management, is passionate about client service and also enjoys ballroom dancing.

Beth brings many years of client service experience to her role at Aequis and provides invaluable daily support to our advisers. While making no claims to possessing a ‘green thumb’, Beth enjoys gardening, and loves to spend time with her children and six grandchildren.

Sandra is also a member of our fantastic administration team. She has recently completed her Diploma of Financial Services (Financial Planning) in order to provide even greater assistance to our clients. When she is not hard at work assisting our advisers to provide great client service, she enjoys spending time at her local beach and is currently enjoying the process of renovating her home.

With 16 years industry experience and over 20 years in hockey administration Brigid brings a broad range of administrative skills and project management to the business. She is passionate about her family, the family farm and vineyard, her community, hockey, most other sports, and life in general.