We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.
Inez is responsible for assisting with the smooth running of the Insurance Advice team by supporting all areas of insurance administration allowing the Insurance Advice specialists to maintain their focus on client relationships. Inez has a Diploma in Business Administration and a Diploma in Leadership and Management.
Location: sydney
Website by agenda
© Copyright 2024 Apt Wealth Partners Pty Ltd. All Rights Reserved