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Our People

Jess Bray

Jess assists David Maddock and Sean Moran with the management and administration of their client portfolios. Before joining Apt, Jess worked in client services roles where she gained a great deal of experience. Her qualifications include Certificates 3 & 4 in Financial Services and Accounting.

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Blog Article

How COVID-19 is changing our suburbs and regions

At the Apt 2020 End-of-Year event, attendees heard from author, demographer and commentator, Bernard Salt, on creating wealth in post-COVID Australia.  Those who attended will no doubt agree that it was an incredibly interesting and timely presentation. One discussion point that the Apt Investment team has been doing a lot of thinking about is the […]

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Blog Article

Advisory firm Apt Wealth Partners merges with Unified Financial Services

Apt Wealth Partners, a national financial advisory firm, is pleased to announce that it has merged with Unified Financial Services, a Melbourne-based financial advisory firm led by an award-winning financial adviser, Michelle Tate-Lovery. Combining under the Apt Wealth Partners brand, the merger will bring together both firms’ shared core values to help clients live their […]

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Our People

Sharon Scammell

Sharon works closely with Michelle Tate-Lovery and assists her with the day-to-day management of her client portfolio. Sharon holds a BTEC in Business and Finance and a Diploma in Office Procedures. Outside of the office, Sharon enjoys spending time with her family, camping, and bike riding.

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Our People

Karolina Scales

Karolina helps to deliver high-quality service to Apt Wealth clients. Karolina holds a BComm from RMIT University, graduating with Distinction and receiving the Pearson Education Australia Award. Karolina also holds an Advanced Diploma of Public Relations and RG146 Compliance. On a personal level, Karolina enjoys spending time with her time family and two sons Harry […]

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Our People

Brad Colwell

Brad aspires to be a Financial Adviser and currently holds a Bachelor of Business, majoring in Finance, and a Graduate Certificate in Financial Planning. Brad has experience in Banking and Insurance and is passionate about Wealth Creation and Risk Management. Brad loves learning and helping clients achieve their financial goals. He loves people, family, writing […]

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Our People

Frank D’Alesio-Tremante

Frank is a Financial Adviser at Apt Wealth Partners and has a number of years of experience in the financial services industry. Frank’s qualifications include a Bachelor of Business in Financial Planning. Frank is also a Certified Financial Planner® with the Financial Planning Association of Australia. Frank is known for the high level of personalised […]

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Our People

Lisa Haley

Lisa is a Senior Financial Adviser at Apt Wealth Partners. She has almost twenty years of experience in the financial services industry, practising as a financial planner. Lisa’s qualifications include a Diploma of Financial Planning, a Bachelor of Applied Science. Lisa is an Accredited Aged Care Professional® and is also a Certified Financial Planner® with […]

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Our People

Michelle Tate-Lovery

Michelle is a Senior Financial Adviser at Apt Wealth Partners. She has over thirty years of experience in the financial services industry and is an award-winning financial planner. Michelle’s qualifications include a Diploma of Financial Planning and a Bachelor of Arts (with Honours). Michelle is also a Certified Financial Planner® with the Financial Planning Association […]

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