Our People
Client Services Manager
James Triantis
BBus
James is the Client Service Manager at Apt Wealth, ensuring seamless communication and efficient processes for both clients and advisers. With a Bachelor of Business (BBus), James specialises in client service, stock trading and implementing planning strategies.
He has over three years of experience in the financial services industry, having worked in funds management and stockbroking.
James enjoys meeting new people and working with clients to achieve their long-term financial goals. Outside of work, he’s passionate about soccer, music, fitness, and enjoys spending time with his large family, including his 9 siblings.
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