Anthony Lee DipFP, BBus(Acc)

Client Service Manager

Anthony assists Michelle Tate-Lovery, Lisa Haley and Frank D’Alesio Tremante with the management and administration of their client portfolios. 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 currently completing his Master of Financial Planning qualification.

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  Location: melbourne