Apt Wealth Partners, a national financial advisory firm, is pleased to announce the acquisition of Semaphore Private, a Melbourne-based financial advisory firm. Combining under the Apt Wealth Partners brand, the acquisition will bring together the firms shared transparent investment methodologies and client-focus.   “Semaphore Private is a well-regarded advisory firm and shares our personal approach […]

Sam currently assists Andrew Peters, Tracey Pace and Brett Rowe with the management and administration of their client portfolios. Sam has over 6 years’ experience within financial planning firms delivering high quality administration to planners and clients. He is currently studying Bachelor of Commerce.

As Administration Co-ordinator in Melbourne, Anthony assists the Client Service Managers with investment administration and implementation. Anthony has completed a Bachelor of Business with a major in Accountancy and a Diploma of Financial Planning. Prior to joining Apt Wealth Partners, Anthony has had over 3 years of experience in the financial services industry and is […]

Andrew has worked in the financial services industry for over 20 years, for a number of multinational organisations, primarily assisting senior Executives with their superannuation, cashflow and risk management. Andrew has completed a Bachelor of Education degree and is also a Certified Financial Planner® professional with the Financial Planning Association of Australia.

Tracey has been working in the financial services industry since the late 1990s. She previously worked in boutique financial practices where she gained a wide range of experience. Tracey has completed a Bachelor of Business (Financial Planning) degree and is also a Certified Financial Planner® professional with the Financial Planning Association of Australia.

Brett has a number of years of experience in the financial services industry, with the majority of this time spent working for a large and mid-sized wealth management firm. Brett’s qualifications include a Bachelor of Business and a Diploma of Financial Planning. Brett is also a Certified Financial Planner® professional with the Financial Planning Association […]

Many of us will say we want to give back to the community at Christmas, but in December, as the shopping frenzy intensifies, the social calendar fills up, and we’re budgeting for lunch, gifts, and maybe even travel, good intentions can get lost by the wayside. We all know why it’s good to give; it […]