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Search ResultsShowing 1 - 5 of 5 results for "APT Wealth Partners"
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
... 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 Wealth Advisers ...
Shock win leaves investors worse off
HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... 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 clients ...
FPA announces CFP award winner
ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
... 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 the ...
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