Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2020.
Staff Writer
Oct 13, 2020
Apt Wealth Partners has been named as a finalist in the ifa Excellence Awards for three categories: Self-Licensed Firm of the Year Industry Thought Leader of the Year Wellness Program/Initiative…
Women and Finance: Tips to stay on track during COVID-19 and beyond
Tracey Pace
Aug 24, 2020
The economic impacts of COVID-19 have been felt by many Australian households, and if we look at the data, we see that working-age women are amongst the most impacted demographic. …
Apt Wealth Partners has been shortlisted for the Women in Finance Awards 2020
Staff Writer
Aug 06, 2020
Apt Wealth Partners is excited to announce it is a finalist in the Women in Finance Awards Wellness Program Initiative of the Year. The Women in Finance Awards showcases the…
ANZAC Day: Lessons for Today
Andrew Dunbar
Apr 23, 2020
ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who’ve helped protect the wonderful country…
Three tips for aspiring CFP® professionals
Staff Writer
Feb 03, 2020
Our Director, Andrew Dunbar CFP® is spreading the message of good advice, as the 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award recipient. See his 3 tips for aspiring professionals…
Advisory firm Apt Wealth Partners acquires Semaphore Private
Staff Writer
Jan 27, 2020
Apt Wealth Partners, a national financial advisory firm, is pleased to announce the acquisition of Semaphore Private, a Melbourne-based financial advisory firm. Combining under the Apt Wealth Partners brand, the…
Andrew Dunbar wins FPA 2019 Financial Planner Professional of the Year Award
Staff Writer
Dec 03, 2019
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…
Apt presents: Empowering your retirement
Staff Writer
Nov 21, 2019
This week, Emily Lanciana from the Apt Wealth Melbourne team presented alongside our partner TBA Law a webinar session on helping women to empower their retirement through better managing their…
Apt Wealth Director nominated for FPA CFP Professional of the Year
Staff Writer
Oct 18, 2019
It was announced yesterday that our very own Andrew Dunbar was shortlisted for The Financial Planning Association of Australia (FPA) CFP Professional of the Year award for 2019. To reach…
Apt Wealth team runs in the Melbourne Marathon to support Lungitude
Andrew Dunbar
Oct 14, 2019
Last weekend I joined a number of my Apt Wealth colleagues in running the Melbourne Marathon to raise funds for Lungitude. As I have written previously, I have a family…
Thanks for your support!
Andrew Dunbar
Aug 14, 2019
Following on for our recent participation in the Melbourne Marathon, a number of our Sydney Apt team ran in last weekends City2Surf to again raise funds for Lungitude. Apt Wealth have…
