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Jessica Higgins
Senior Financial Planner
Geelong and Western Victoria
Jessica has been employed in the financial services industry as a financial planner since 2006. She specialises in strategies around tax planning, superannuation/pension, Centrelink, retirement planning and aged care planning. She has a wealth of knowledge in Defined Benefit Schemes having previously provided advice to Victorian Government Defined Benefit members during her 8 years at VicSuper. Jessica's qualifications include a Bachelor of Commerce majoring in Financial Planning. She is a Certified Financial Planner.
Matthew Kitchen
Senior Financial Planner
Ringwood and Eastern Victoria
Matthew has been a qualified financial planner, providing advice in the financial services industry since 2012. He specialises in strategies around tax planning, superannuation/pension, Centrelink and retirement planning. Matthew is married and is a father of two. He enjoys the gym, the outdoors, spending time with family and friends and supports the Collingwood Football Club.
Jason Cook
Financial Planner
Melbourne, Northern Victoria and South Australia
Jason joined Equip Financial Planning in March 2011. He has worked in financial planning since 2001. His experience includes roles with RetireInvest, Trust Company, Westpac and most recently ANZ. Jason's qualifications include a Diploma of Financial Planning through Deakin University, and a Bachelor of Economics through Monash University. He is a Certified Financial Planner.
Ryan O'Dwyer
Financial Planner
Melbourne and Northern Victoria
Ryan is a Certified Financial Planner (CFP®) who has been working at Equip Financial Planning since 2012. He has been a part of the financial services industry since 2009 and his other qualifications include a Bachelor of Business majoring in Finance from the Australian Catholic University as well as an Advanced Diploma of Financial Services.
Tony Foale
Financial Planner
Melbourne
Tony is passionate about building long term trusted relationships and working with you to achieve your personal lifestyle and financial goals. Tony has been providing advice since 2006 specialising in building wealth inside and outside of superannuation, aged care, insurance, retirement planning and Centrelink. Outside of work, Tony is married and a father of two. He enjoys sport and travelling with his family.
Anthony Batsanis
Financial Planner
Melbourne and Geelong
Anthony has worked across small, medium and large organisations in different areas of finance, superannuation and financial planning. Anthony has been providing advice since 2012 and puts an emphasis on helping members understand the importance of structuring their finances in a way that will ensure they are able to meet their financial and lifestyle goals.
Caroline Ngoi
Financial Planner
Victoria
Caroline has been employed in the financial services industry since 2003, predominantly in boutique financial planning firms. Her areas of expertise include self-managed superannuation funds, insurance, investments, Aged Care and retirement planning. Caroline has been employed with us since 2012.
Paula Siddle
Financial Planner
Traralgon and Gippsland region
Paula has worked in the financial planning industry since 2004. A Gippsland local, she joined Equip Financial Planning in 2019 from RGM Financial Planners and is based in our Traralgon office. Paula’s qualifications include a double degree in Financial Planning and Accounting, and a Diploma of Financial Planning. She completed her Master of Financial Planning in 2020.
James De Petra
Financial Planner
Ringwood and Eastern Victoria
James De Petra will look to provide financial clarity and peace of mind for the future by working with you to achieve your personal lifestyle and financial goals. James is a qualified financial planner, providing advice in the financial services industry since 2012 and specialises in strategies around tax planning, superannuation/ pension, Centrelink and retirement planning.
Gayle Wilson
Financial Planner
Box Hill and Eastern Victoria
Gayle has been working in the financial services industry for over 20 years and brings her diverse knowledge and specialist skills to financial planning. She has previously worked in financial planning roles for Commonwealth Financial Planning and AIA Financial Wellbeing.
Richard Crosara
Financial Planner
Victoria
Richard has been in the financial services industry since 1993 and has been a financial planner since 2008. Prior to joining us in 2017, Richard worked for DFS Advisory as a financial advisor. Richard has extensive experience in superannuation and retirement planning, between both member services and boutique advisory organisations.
Melissa Murphy
Financial Planner
Victoria
Melissa has been employed in the financial planning industry since 2012 and commenced planning in 2017. Melissa has experience in superannuation and retirement planning within boutique advisory organisations. Melissa’s qualifications include an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning.
Scott Jackson
Senior Financial Planner
New South Wales
Scott has worked in financial services since 1998 and as a Financial Planner since 2005. His experience includes providing advice in a diverse range of environments from banking, government superannuation funds and boutique financial planning sectors. His area of expertise range from superannuation to managed investments and personal risk management.
Cara Sloshberg
Financial Planner
New South Wales and Queensland
Cara has more than six years of experience in the financial services industry, including roles with Midwinter working as a Paraplanner and StatePlus working in Client Services, Scaled Advice and then in Financial Planning. She has a wealth of knowledge in Defined Benefit Schemes having previously provided advice to NSW and Federal Government Defined Benefit members. Her qualifications include a Bachelor of Business from the University of Technology, Sydney, a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning. She is a Certified Financial Planner CFP from the Financial Planning Association.
Matthew Zee
Financial Planner
New South Wales, South Australia and Queensland
Matthew has been employed in the financial services industry since 1993 and as a financial planner from 2000. He has previously worked for ANZ, Media Super and Care Super. His areas of expertise include retirement planning, superannuation and investments. His qualifications include a Bachelor Agricultural Economics (BAgrEc), Master of Commerce (MCom) and an Advanced Diploma of Financial Planning.
Western Australia
Vanessa Maitland
Financial Planner
Western Australia
Vanessa has been employed in the financial services industry as a financial planner since 2002 and specialises in the areas of superannuation, retirement planning and aged care.
Prior to joining Equip Super in May 2024, Vanessa has worked for a privately-owned financial planning firm, a major bank and managed her own financial planning practice. Vanessa is excited to join an industry super fund and looks forward to helping our members achieve their financial goals.
Ian McRae
Financial Planner
Perth, regional Western Australia and Northern Territory
Ian has been employed in the financial services industry as a financial planner since 1999 and specialises in the area of superannuation and retirement planning. Prior to joining us in June 2012 Ian has previously worked in an accounting firm, run his own financial planning practice and provided financial planning advice for an industry super fund so he understands the philosophy of putting the member first.
Our advice process
The financial planning process is all about you – your situation, your needs, your objectives. More broadly, it’s an opportunity to think about how you want to live your life, both now and in the future, and how your finances might be able to support that.
We can provide detailed support and planning services across a range of areas including:
- Superannuation
- Retirement planning
- Redundancy planning
- Tax-effective financial strategies
- Aged care
- Estate planning
Learn more about our Advice services
By booking a 15-minute phone conversation with our team, you’ll learn more about our Advice services and how they could benefit you.
- We’ll start with a short conversation to assess your current situation and financial goals.
- If personal advice is appropriate for you, we can book you an appointment with a Financial Planner.
- The initial appointment with a Planner is obligation-free and at no extra cost.
You can learn more about our financial planning process online
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