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.
As Client Service Manager in Melbourne, Jakob assists the advisers with investment administration and implementation. Jakob has recently completed a Bachelor of Commerce with a major in Financial Planning. Before joining Apt, Jakob worked in hospitality, managing the operations for several venues.
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