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.
Apt Wealth Partners
06/08/2026
Apt Wealth Partners is pleased to announce the appointment of Sue Morris as Senior Financial Adviser, further strengthening the firm’s advice capability and commitment to delivering exceptional outcomes for clients across Australia. Based…
Dermot Reiter
05/08/2026
For most of us, giving is something we naturally do. We make donations to causes we care about and support the communities that matter most to us. What is often…
Emily Lanciana
28/07/2026
Splitting your time between the US and Australia is a decision many people make, whether for work, for family or for the life they want in retirement. It’s entirely achievable….
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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
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 Wealth Group of Companies including Apt Wealth Partners (AFSL and ACL 436121), Apt Wealth Home Loans (powered by Smartline ACL 385325) and Acceptance Finance (ACL 391715) 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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