Apt Wealth Partners recognised in the 2025 Barron’s top 150

We are pleased to share that Apt Wealth Partners has again been recognised in the Barron’s Top 150 Financial Advisers. In the 2025 national rankings, Andrew Dunbar was named number 2 in Australia, continuing his multi-year track record in the top three. James McGregor was also recognised, ranking number 32.

Their inclusion reflects the commitment of our advisers and the wider team who support clients with clarity and care every day.

A recognition grounded in quality and consistency

Barron’s rankings, produced with The Australian, is a coveted industry list, acknowledging advisers across the country each year and recognising the ongoing professionalism and consistency our advisers bring to their work.

We see this recognition as an external acknowledgement of the way Apt approaches advice: combining human insight with strong frameworks and continuous improvement to help clients make confident decisions.

Advice designed around the way clients live and make decisions

At Apt, our goal is to empower clients to make confident financial and life decisions. We take a goals-based approach and combine professional expertise with technology that helps clients stay informed and engaged.

While Barron’s highlights advisers and firms delivering thoughtful and consistent advice, the recognition ultimately reinforces our own longstanding commitment to high-quality, ethical and client-centred guidance.

Reflecting on the recognition, James said, “Being included on this list is a meaningful acknowledgement of the care and discipline that go into helping clients navigate different stages of their financial lives. Our focus is, and will always be, helping people feel clear and confident about their direction.”

We continue to invest in our people, learning pathways and digital tools so that the advice we deliver is not only technically strong but practical, transparent and personalised to each client’s stage of life.

A result shaped by the whole Apt team

While Andrew and James are acknowledged individually, this result reflects the contribution of teams across the business. Our advisers, client service staff, operations and support teams all play a part in delivering a cohesive and human experience. Collaboration and genuine care sit at the heart of our culture and this recognition is a reflection of that.

“Being recognised again is something I’m proud of, but it ultimately comes back to the trust our clients place in us,” shared Andrew. “That trust drives us to keep improving, keep learning and keep showing up with advice that helps people live their best lives.”

Thank you for your continued trust

We are grateful to our clients, partners and colleagues for their ongoing support. Recognition like this reinforces the value of an approach that blends human advice, strong professional standards and technology that empowers better decisions.

If you’re seeking advice that is steady, personalised and designed to help you live your best life with clarity and confidence, get in touch today.

General Advice Warning

The information provided in this blog does not constitute financial product advice or a recommendation to purchase a particular product. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Wealth Partners Pty Ltd is not a registered Tax Agent. You should consider your individual situation and seek tax advice from a registered tax agent before making any decision based on the content of this document. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.