CFP® GAICD SSA AEPS® ATI MIPA AFA
“My goal is to help you develop a work life plan that we execute, so that you have the money to enjoy the life you want, now and into the future.”
Rob MacLean is the founder, CEO and Principal Advisor for Equitas Partners.
He built a successful career working as a senior executive for major technology Fortune 500 companies, both in Australia and overseas. After experiencing frustrations with the level of financial advice available to him he set out to become one of the best qualified financial advisors in the country.
He is a certified financial planner, a qualified accountant, and has specialist qualifications in derivatives and securities, estate planning and financial advising. Rob is also a registered tax agent and an accredited SMSF advisor with SMSF Association of Australia.
In 2009 Rob established his own integrated financial advisory practice, Equitas Partners.
Along the way he has become:
- an in-demand key-note speaker for the likes of the Australian Institute of Company Directors and the Directors Institute
- a published author on “Building a career for company directors” and “Key financial issues for expats”
- a sought-after media commentator for publications including The Australian, Sydney Morning Herald and The Board Report.
BBus Graduate Cerificate Financial Studies GAICD
“I am passionate about educating and empowering women to achieve financial security in their lives so that they can direct their energies to what really matters to them – family, giving back to the community or pursuing a passion as their second career.”
Amanda is a Partner in the firm and part of the vanguard of professional women who have forged successful executive careers over the past 20 years. She specialises in helping these women to identify and clarify their needs so that they can live their best lives and have the money to do so.
Amanda personally oversees all aspects of service delivery to clients of Equitas Partners.
Prior to joining the practice in 2011, Amanda was the Chief Operating Officer of a $100m private company with 700 employees and 130 locations.
She has held senior management positions in listed, partnership and not-for-profit entities both in Australia and overseas.
Amanda also provides advice on governance, compliance and managing operational risk to small and medium-sized businesses, boards and management teams.
Daniel is a Client Service Associate for the practice. He holds a Bachelor of Commerce & Business from Western Sydney University with majors in Economics & Finance. He is responsible for managing the administrative aspects of client relationships.
Before joining Equitas, Daniel worked in the Payroll industry as a Product Consultant with Employgroup.
Katherine is a Chartered Accountant who provides taxation, accounting and specialist SMSF services for clients. Katherine is also responsible for business services and management accounts for the practice. She is a member of the Institute of Chartered Accountants, holds a Bachelor of Business degree from the University of Technology, Sydney and is a registered Tax Agent.
Prior to joining Equitas in 2009, Katherine held a management position at accounting firm HLB Mann Judd in their tax and accounting practices and was previously with KPMG.
Lori joined our team in the capacity of Office Administrator in 2017. Lori brings her work ethic, professionalism and diligence to every interaction with clients. Prior to joining Equitas, Lori ran and managed her own successful healthcare business in South Africa for a period of 11 years.
Cuthbert joined Equitas Partners in 2012 as Relationship Manager. Cuthbert works with the practice to develop and maintain client relationships and promote the services and advice solutions that we can offer individuals and their families, business owners and corporate partners.
Prior to joining Equitas, Cuthbert worked with Westpac for 14 years assisting clients build and protect wealth.
Equitas Partners is an Australian private wealth, tax and accounting practice. As an Equitas Partners client, you will have access to a range of integrated financial services and advice. All financial advice will be provided by Equitas Wealth Pty Limited, while accounting, tax and estate planning advice as well as other services will be provided by Equitas Accounting Pty Ltd.