Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2022

Published on: October 5th, 2022

Apt Wealth Partners is excited to announce that it is a finalist in the ifa Excellence Awards 2022.

This year, Apt has been shortlisted in the Self-Licensed Firm of the Year and Wellness Program/Initiative of the Year categories.

James McGregor, Managing Director at Apt Wealth Partners said that he was extremely proud of the entire Apt team after being named a finalist across two categories in this year’s awards.

“This is an outstanding recognition of the extraordinary work and dedication of our team. These nominations acknowledge the extensive programs and initiatives we are delivering to our clients, staff and the profession,” he added.

Year after year, the ifa Excellence awards have rewarded the most exceptional financial advisers and businesses across the country, showcasing their achievements and honouring their efforts in contributing to the sector.

The winners will be announced at a gala awards night on 16 November 2022.


General Advice warning

The information provided in this article does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.