Davey & Scurrah and Ritchie & Associates merged in May 2008 after recognising their complimentary philosophy and approach to delivering high quality financial advice to their clients.
After operating independently for over 20 years, the businesses brought more than 200 years of combined industry experience to Aequis, forging a team of industry specialists dedicated to providing the financial advice you need, when you need it.
Imagine having a team that understands your values and goals - people with the skill and energy to help you realise your dreams.
That’s who you’ll find at Aequis. Nationally-recognised financial advisers who are passionate about what's important to you. A team who will give you inspired financial advice based on an intimate understanding of your hopes and goals for the future.
Aequis is Tasmania’s first Financial Advice Centre, a business that has grown from the union of two successful Tasmanian advice firms.
To find out more about Aequis philosophy, specialist financial advice and strategic approach - and discover how we can help you shape an exciting future, make an appointment today by calling our Rosny Park office on 62822822
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’s focus is on empowering his clients to make smart and informed decisions with their money and ensure they achieve their future vision. He specialises in providing advice to medical and sporting professionals and small business owners who often find it difficult to devote the necessary time to focus on what is most important to them. Nick values a healthy and active lifestyle with his family and is also involved in coaching and developing our future AFL stars via the AFL TAS State Academy.
Angela has worked in the financial planning industry for 10 years and her particular interest is in pre-and post-retirement plans. She has specialist knowledge of the RBF, which is the Tasmanian State Government 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. Angela is currently seeking to help those experiencing the difficulty of moving loved ones into nursing home care.
Jackie has over 18 years’ experience in both the Australian and South African financial service industries. She has been practicing in Tasmania for 9 years and her specialist skills include Self Managed Superannuation Fund strategies, pre-retirement planning and structuring sound financial futures for her clients. She is active in community events, a keen runner and a regular gym enthusiast.
A Bachelor of Business graduate, Nicole also brings extensive small business experience to her role at Aequis. Nicole specialises in providing an ‘Advice Centre’ approach to Medical Professionals, Executives, and Small Business Owners, who are often time poor and appreciate the ‘one stop shop’ approach to managing their priority advice needs.
Nicole’s premise is that knowledge empowers people to achieve their dreams; with this in mind Nicole has developed a series of workshops aimed at helping young professionals understand all aspects of money – from creating wealth; to saving taxes; to protecting their wealth and families.
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 has recently completed 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, astronomy 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.
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.
Matt joins the Aequis team with two years’ experience in the financial advice industry. While currently undertaking his final subject for the Graduate Diploma of Financial Planning, Matt is also a passionate adventurer. Among his peak adventure moments are playing water polo in Europe, snowboarding in Canada, having lunch at the Grand Canyon and being chased by a bear in the US! His latest challenge is attempting to hit a golf ball in a straight line. Not as easy as it sounds…
Dan made the move to Tasmania 20 years ago from Naples, Florida in the US. Since arriving here to play basketball with the Tassie Devils, Dan has amassed more than 14 years management experience including, 10 years in the financial services industry. He coaches basketball at local and state levels and loves spending time with his partner Kim, daughter Morgan and son Tanner as well as Kim’s daughters Ashton, Kimberly and son Mitchell.
