Search Apt.

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 […]

Lisa-Anne is a caring, dedicated and well-practiced financial planning professional, with over 20 years’ experience in the financial services industry, 13 of which she has specialised in financial planning. In addition to her wealth of experience, Lisa-Anne is a CERTIFIED FINANCIAL PLANNER® with the Financial Planning Association of Australia. Lisa-Anne has attained a Bachelor of […]

Kellie Ryan is the Xplan Experience Manager at Apt Wealth Partners. Since first commencing with Apt in 2008, Kellie has held numerous roles, including Client Services Manager and Financial Planner & Operations Manager. Currently, Kellie works closely with our Head of Innovation and Client Experience to maintain, develop and implement strategies to enhance client and staff experience. Kellie […]

John Versace is an experienced financial planner with extensive expertise in helping expats protect and grow their finances to reach their goals. He uses this wealth of knowledge to support Australian expats, those migrating to Australia, and US citizens living on our shores. Based in Melbourne, Victoria, John has been in the financial services industry […]

Jessica Santiago is a Financial Adviser at Apt Wealth Partners, who has been with the company since 2018 and has over 6 years of experience in the industry. She holds a Master of Financial Planning from Griffith University, and a Diploma of Financial Planning and Bachelor of Business (Economics and Finance) from RMIT University. She […]

James is the Managing Director of our firm and has over 25 years’ experience in the financial planning profession. He is a Certified Financial Planner® professional with the Financial Planning Association of Australia. He is well supported by other academic qualifications including Bachelor of Arts (Economics) and a Diploma of Financial Planning. He is also a […]

Inez is responsible for assisting with the smooth running of the Insurance Advice team by supporting all areas of insurance administration allowing the Insurance Advice specialists to maintain their focus on client relationships. Inez has a Diploma in Business Administration and a Diploma in Leadership and Management.

Emily Lanciana is an experienced financial planner with a passion for helping people define and reach their goals to live their best lives. She is a Senior Financial Adviser at Apt Wealth Partners, the 2021 FPA Professional Practice of the Year. At the firm since 2018, Emily has developed specialised expertise in Expat Financial Planning, […]

Elizabeth is a Financial Adviser at Apt Wealth Partners. Since commencing as Apt’s Client Services Manager in 2015, Elizabeth has worked closely with our Senior Advisers. She holds a Bachelor of Commerce and a Graduate Diploma of Financial Planning. Outside the office, Elizabeth is a long-serving member of the North Bondi Surf Life Saving Club […]