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Showing 1 - 10 of 10 results for "APT Wealth"

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... and giving back to her community by empowering more women to take control of their financial futures." Additionally, Apt Wealth Partners Melbourne professional adviser Jakob Ayres has snatched the title of the FAAA Gen Next Rising Star of the Year, while ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... in Advice Award. Capital Partners, Warr Hunt, and Alman Partners are up for FAAA Professional Practice of the Year. Apt Wealth Partners' Jakob Ayres, Bravium's Kirra Sharrock, and Verse Wealth's Simone Vasnaik are the finalists for the FAAA Gen Next ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... positive impact for many years," Creasy said. Other award winners were: FPA Professional Practice of the Year Award: Apt Wealth (NSW) FPA Financial Planner of the Year Award: Leanne Bielik FPA Advice Innovation Award: Daniel Thompson FPA Paraplanner ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Financial Group (WA) Mark O'Flynn - Tupicoffs (QLD) FPA Professional Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions (QLD) FPA Financial Planner AFP of the Year Award Leanne Bielik - 2020 Wealth (VIC) ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
Apt Wealth Partners, a national financial advice business with more than $1.5 billion in funds under management, has acquired a Melbourne-based advice firm. Apt Wealth Partners has acquired Semaphore Private. The acquisition will see James McGregor ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... highlight individuals and businesses going above and beyond for their clients and the profession. Andrew Dunbar CFP® of Apt Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners Private ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... have," she says. "Giving clients options and working through various scenarios and 'what ifs' restored some confidence." Apt Wealth Partners senior investment analyst Sarah Gonzales agrees, saying Apt's clients were told to hold off. The firm also advised ...

Fund manager expands distribution team

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... at BlackRock Investment Management's business development team. Prior to this he was a junior investment analyst at APT Wealth. Pengana director of distribution Damian Crowley said: "We're very pleased to expand our distribution team in NSW to support ...

FPA announces CFP award winner

ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
... Financial Planning Association of Australia (FPA) has announced the winner of its third Gwen Fletcher Memorial Award. Apt Wealth Partners head of advice and director John Moran received the award - named after the financial planning pioneer - for performing ...
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