Client Service Associate
Melbourne
billy@aptwealth.com.auBased in our Melbourne office, Billy supports clients by implementing and administering the advice process while building strong, lasting relationships. He is part of Apt’s dedicated Expat team, focusing on the unique needs of UK and US clients.
Billy holds a Bachelor of Business, majoring in Banking and Finance with a minor in Accounting. Passionate about helping people achieve their goals, he enjoys seeing clients reach important financial milestones and gain confidence in their future.
Outside of work, Billy is very family orientated and enjoys keeping fit and playing or watching a range of sports.