Apt Wealth Partners Welcomes Sue Morris as Senior Financial Adviser

Apt Wealth Partners is pleased to announce the appointment of Sue Morris as Senior Financial Adviser, further strengthening the firm's advice capability and commitment to delivering exceptional outcomes for clients across Australia.

Based in Apt's Sydney office, Sue will work closely with clients, advisers and support teams to provide strategic financial advice, build long-term client relationships and mentor emerging professionals within the business. She will also play an important role in supporting client growth and enhancing the depth of advice expertise available across the firm.

Sue brings more than 13 years' experience as a financial adviser, following an earlier career in financial markets. Over the years, she has developed a reputation for delivering thoughtful, client-centred advice and helping individuals and families navigate life's financial complexities with confidence. She has held senior advice and leadership roles, built strong client relationships and successfully led initiatives to improve employee engagement, business processes and adviser development. She has also completed a Master of Financial Planning and is passionate about maintaining the highest professional standards in financial advice.

Apt Wealth Partners CEO Andrew Dunbar says the appointment reflects Apt's commitment to attracting experienced professionals who share the firm's client-first philosophy.

‘We are delighted to welcome Sue to Apt Wealth Partners. Sue brings a rare combination of technical excellence, deep client relationships and genuine care for the people she advises. What particularly impressed us throughout the recruitment process was her unwavering focus on clients, her collaborative approach and her passion for making a meaningful difference in people's lives. These qualities align strongly with our values and culture. As we continue to grow nationally, Sue's experience and leadership will be invaluable in supporting our clients and helping us develop the next generation of advice professionals.’

Sue says Apt's reputation, culture and long-term vision were key factors in her decision to join the firm.

‘From my first conversations with the Apt team, it was clear this was a business that genuinely puts clients first and invests heavily in its people. I was particularly attracted to Apt's collaborative culture, depth of expertise and commitment to delivering high-quality advice in a way that makes a real difference to clients and their families. I'm excited to be joining such a talented and professional team and look forward to building strong relationships with clients, supporting my colleagues and contributing to the continued growth of the business.’

Robert Greig, Head of Advice NSW, adds that Sue would be a tremendous addition to the Sydney team.

‘Sue's experience, professionalism and relationship-focused approach make her an excellent fit for Apt. We are excited about the positive contribution she will make to our clients and the broader business.’

Sue commenced with Apt Wealth Partners on 3 August 2026.