Andrew Dunbar, Director and Senior Adviser at Apt Wealth Partners, was presented with the prestigious FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award, at the FPA’s Professionals Congress held in Melbourne on Thursday evening.
The award acknowledges Andrew’s commitment to making a positive and meaningful difference to clients by living the ‘client-first’ principle.
FPA CEO Dante De Gori CFP® said, “Andrew is passionate about helping clients who are going through challenging times and are at their most vulnerable, such as when they have complex family needs. He is an active participant in the FPA’s Cancer Council Pro Bono Advice program and a range of other charities.”
Commenting on the win, Andrew Dunbar said, “It’s a huge result for the entire Apt Wealth team and recognition for our organisation’s work in delivering for our clients.”
Andrew has over 15 years’ experience in financial planning and is a Director at Apt Wealth Partners as well as a Senior Financial Adviser.
James McGregor, Managing Director, Apt Wealth Partners said, “This is great recognition for the dedication and hard work that Andrew has put in over many years. The award also acknowledges the entire Apt team and is a testament to the value we deliver to our clients each and every day.”
Luke Maddison 0409053177