Meet the Team
By APT Admin | 01/03/2024
Meet the Team
At Apt Wealth Partners, our team members come from diverse career and life backgrounds, but they all share our passion for helping Australians live their best lives.
By APT Admin | 01/03/2024
Meet the Team
At Apt Wealth Partners, our team members come from diverse career and life backgrounds, but they all share our passion for helping Australians live their best lives.
 
                                Toby Simpson
29/10/2025
Australia is a popular destination for UK expats for many reasons. But before you make the move, there are some important financial considerations you need to be aware of, or…
 
                                Andrew Dunbar
24/10/2025
After months of consultation and public debate, the federal government has released major updates to the proposed Division 296 tax on superannuation. The changes aim to make the policy fairer…
 
                                Abbie Gellatly
17/10/2025
Photo: Andrew Dunbar – CEO (left), James McGregor – Executive Chairman (right) At Apt Wealth Partners, our purpose has always been clear – to help you live for today while…
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Level 12, 8 Spring St
Sydney NSW 2000
T: 02 8262 4000
F: 02 9283 6331
sydney@aptwealth.com.au
Level 8, 360 Collins Street
Melbourne VIC 3000
T: 03 8779 5254 
F: 03 8779 5262 
melbourne@aptwealth.com.au
24 Moorabool Street
Geelong VIC 3220
T: 03 5221 7557 
F: 03 5222 5037 
geelong@aptwealth.com.au
Northern Beaches Financial Planning
Suite 27, Level 1 90 Mona Vale Rd
Warriewood NSW 2102
T: 1800 801 277 
F: 02 9283 6331 
northernbeaches@aptwealth.com.au
 
          General Advice Warning
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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