Your guide to understanding
financial services.

The Apt Wealth Partners Financial Services Guide (FSG) is an important document, which we and your financial planner are required to provide to you as a condition of our Australian Financial Services Licence (AFSL).

The Apt Wealth Home Loans Financial Services Guide (FSG) is an important document, which we are required to provide to you as a condition of our Australian Credit Licence (AFSL).

 

Please click on the link below to view our FSG.

Financial Services Guide – 1 August 2017

 

Please click on the link below to view our Financial Planner Profiles which should be read in conjunction with our FSG.

Andrew Dunbar

David Maddock

James McGregor

Jason Leddin

John Versace

Laine Preo

Lisa-Anne Han

Mark Bardzinski

Peter James

Rohan Benstead

Sarah Gonzales

Steve Toniazzo

Suzanne Johnston

Tim Conde

Preston Foster

Matthew Dunbar

Important information

This website may contain general advice that does not take into account your financial circumstances, needs and objectives.

Before making any decision based on this information contained in this website, you should assess your own circumstances or seek advice from a financial adviser and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.