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Executive Chairman

James McGregor
CFP®, DipFP, BA(Ec), FFin, FAICD

Sydney

James is the Executive Chairman of Apt Wealth Partners, bringing over 35 years of experience in the Financial Planning Profession. James focuses on strategic leadership in mergers and acquisitions (M&A), governance, and investment management, guiding the firm’s long-term growth and success.

He is a Certified Financial Planner® Professional with the Financial Planning Association of Australia and holds a Bachelor of Arts (Economics) and a Diploma of Financial Planning. James is also a Fellow of the Financial Services Institute of Australasia and the Australian Institute of Company Directors underscoring his commitment to excellence and professional development in the financial services industry.

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The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Private Capital is a business name of Apt Wealth Partners. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

Apt Wealth Partners is an incorporated financial services licensee. Our partners or their associated entities are shareholders in the Apt group parent company.

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