Michelle Tate-Lovery CFP®, DipFP, BA(Hons)

Senior Financial Adviser

Michelle is a Senior Financial Adviser at Apt Wealth Partners. She has over thirty years of experience in the financial services industry and is an award-winning financial planner.

Michelle’s qualifications include a Diploma of Financial Planning and a Bachelor of Arts (with Honours). Michelle is also a Certified Financial Planner® with the Financial Planning Association of Australia.

Michelle is dedicated to helping her clients take control of their finances, achieve their life goals, and live their best life. She has been recognised with a host of awards throughout her career, including several Planner of the Year titles and entry into the FS Power 50, a listing of the 50 most influential advisers in Australia.

Outside of the office, Michelle is passionate about mentoring and participates in several community programs. Michelle enjoys music  – trying to play the guitar, staying fit, reading personal development books and spending time relaxing in her garden with her dog Julius.

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  Location: melbourne