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Catrina Jordan is Operations Manager at Apt Wealth Partners, where she is responsible for managing day-to-day operations for the Insurance Team. In addition, Catrina provides training and support to all our client service, risk and business administration areas, ensuring everything runs smoothly, from staff onboarding to team events. Catrina has a background in insurance claims management and […]

April assists Michael and Tim with the management and administration of their client portfolios. April has over 6 years’ experience in financial services providing high quality professional administration support and client interaction.

Andrew is a consultant to our firm and has over 30 years of experience in the financial planning industry.

Andrew Dunbar is an experienced, award-winning financial planner with a passion for helping people live their best lives. He was named the FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year in 2019, a testament to his client-first approach, professionalism, and commitment to delivering results. Andrew is a Director at Apt Wealth Partners, the 2021 FPA […]

Adam Spilsted is Head of Insurance at Apt Wealth Partners and has been part of the team for almost a decade. Based on the Northern Beaches of Sydney, Adam has developed extensive expertise in wealth protection, helping families and business owners protect their finances and their lifestyles, whatever life may bring. He regularly sees first-hand […]

Adam has over 7 years’ of financial services and investment experience, researching and evaluating securities and investments across a wide range of assets classes. He is involved in client portfolio construction and managing the Apt Wealth Partners Model Portfolios and Separately Managed Accounts. Adam’s academic qualifications include a double degree, Bachelor of Laws with a […]

Women face unique challenges when it comes to finance; factors such as the gender pay gap and increased likelihood of a career break to care for children or elderly parents have a dramatic impact on financial situation and superannuation. Couple this with both the rising rate of divorce and the fact that women are living longer than men, and it’s not surprising that many women are facing the prospect of retirement on the poverty line.

Insurance is often seen as unnecessary. Unfortunately, we simply don’t know what’s around the corner. For many of us it’s all about wealth creation, but having the right level of protection in place will assist you and your family through the hard times and cover the unexpected. Insurance can help preserve your most valuable asset, […]

What will you do? Pay off the mortgage? Enjoy the holiday of a lifetime? Give the kids a quality education? There’s a seemingly endless array of options for how you can use an inheritance however, it is critical to use this money wisely. It was left to you by someone who mattered, so it’s worth […]