Top 100 Financial Advisers: Andrew Dunbar, Apt Wealth Partners

Published on: September 25th, 2023

This article was originally published in The Australian’s The Deal magazine.

For Andrew Dunbar, the best parts of his job as a financial adviser are the human elements. A director and senior financial adviser at Apt Wealth Partners, the 41 year old says being able to support people at critical moments in their lives brings great fulfilment.

“Without a doubt, it’s the satisfaction of seeing a client achieve what they want to do with their life,” he says. “You become so close to people. To be able to know you’ve helped them, it’s such a satisfying job. We’re not saving lives, but I reckon it’s about the next best thing in terms of the satisfaction you can get from it. That is really good.”

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General Advice warning

The information provided in this blog 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.