Andrew Dunbar CFP®, AdvDipFP, BCom, BEc

Director

Andrew is a Director of our firm as well as a Senior Financial Adviser. He has over 15 years experience in Financial Planning and has received several awards in the financial services industry for his professionalism and commitment to clients, including the coveted 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year.

He holds a number of qualifications with degrees in both Commerce and Economics from Monash University. Andrew also holds the Advanced Diploma of Financial Planning and the CERTIFIED FINANCIAL PLANNER® professional status with the Financial Planning Association of Australia (FPA).

Andrew’s favourite part of his role at Apt Wealth is meeting new clients, hearing their story, and then helping them to use their finances to live the life they want.

On a personal level, Andrew enjoys spending time with his family and two beautiful kids Jack and Charlotte, keeping fit, travelling, and following the Carlton Football Club.

More Info

  Location: melbourne