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Peter is a Consultant, with over 26 years of experience in the financial planning industry. His particular expertise lies in commercial accounting, taxation and financial planning. Peter is a Certified Practising Accountant.

Preston has worked in financial services for 20 years. The last 16 years has been providing personalised financial planning advice, which includes farm and business succession planning. Preston’s academic qualifications include a Bachelor of Business and a Diploma of Financial Planning. He is also a Certified Financial Planner® professional with the Financial Planning Association of […]

Rhett is responsible for compliance policy and managing the broader licensee operations of the business. He has worked in the Financial Services industry for over 20 years, and has completed a Bachelor of Arts (Hons), an Advanced Diploma of Financial Planning, a Diploma of Finance and Mortgage Broking Management, a Diploma of Training and Assessment, […]

Robert Greig is an experienced financial planner with a passion for assisting individuals, couples and families to build their financial position, navigate life events and ultimately achieve their goals. Based on the Northern Beaches of Sydney, Robert is known for his patient and approachable manner, making him the perfect choice for people experiencing inheritance, bereavement […]

Rochelle assists Steve Toniazzo and John Versace with the management and administration of their client portfolios.   She also assists in the training of new planner assistants. In her 9 years at the firm, Rochelle has gained experience in all aspects of client portfolio administration and database management. She is currently studying a Diploma of Financial Services.

Sarah is Apt Wealth Partners Chief Investment Officer. She has over 10 years’ experience in investment research, covering a wide range of asset classes, and portfolio construction. Sarah is responsible for providing portfolio construction solutions for advisers and their clients and manages the Apt Wealth Partners Model Portfolios and Separately Managed Accounts. Sarah has completed […]

Sean has worked in financial services since 1997 including 12 years in London and Hong Kong. He holds a Bachelor of Commerce majoring in Finance as well as a Graduate Diploma in Financial Planning and is also a Financial Planner AFP® with the Financial Planning Association of Australia(FPA). As an experienced professional Sean provides holistic […]

Stephanie is responsible for effective and efficient client service. She assists advisers and their support teams with the management and administration of client portfolios. Stephanie has over 8 years’ experience within financial planning firms providing high quality support to advisers and clients.

Steve is a Senior Financial Adviser and an Advice Leader at Apt Wealth Partners. He has over 25 years’ experience in the Financial Services Sector, including 20 years in the Financial Planning industry. Steve holds a number of qualifications, including a Bachelor’s degree in Business (Banking & Finance) and a Diploma of Financial Services (Financial […]

Tamara Bellucci is an experienced financial planning professional with a deep commitment to helping her clients achieve peace of mind. As a Financial Adviser at Apt Wealth, Tamara is a passionate advocate for the power of advice and finds it incredibly rewarding to see her clients realise their life and financial goals. Highly experienced with […]