What departments does Apt Wealth Partners have?

Apt Wealth Partners has employees across 8 departments including Entrepreneurship, Operations, Finance, Human Resources, Customer Success.

What is the largest department at Apt Wealth Partners?

The largest department at Apt Wealth Partners is Finance with 22 employees.

Where are Apt Wealth Partners employees located globally?

Apt Wealth Partners has employees across 3 continents and 5 countries including Philippines, India, Japan, United Kingdom Of Great Britain And Northern Ireland, Australia.

How has Apt Wealth Partners's team size changed over time?

Apt Wealth Partners's team has grown from approximately 58 to 59 employees based on available data.

Apt Wealth Partners Employee Directory

Financial ServicesNew South Wales, Australia51-200 Employees

Apt Wealth Partners operates as a national financial advisory firm with offices in Sydney, the Northern Beaches, Melbourne and Geelong. With more than 30 years in the industry, it manages client assets totaling over $2 billion and provides services spanning retirement savings and investments, self-managed super funds, expat advice, wealth protection, estate planning, aged care and home loans. The organization emphasizes guiding clients through the financial planning process to balance present needs with future goals, relying on an experienced team to tailor solutions.

Its client base includes individuals and families seeking objective, personalized financial guidance across a broad range of needs within Australia. In October 2025, Apt Wealth Partners appointed Andrew Dunbar as chief executive officer, with the outgoing CEO shifting to executive chair to focus on growth initiatives including mergers and acquisitions.

Apt Wealth Partners Global Highlights

Oceania
64

Australia
64

Asia
9

India
5
Philippines
3
Japan
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Apt Wealth Partners's Leadership

A. D. C.
Chief Executive Officer
Mobile Phone
Email
M. B.
Chief Operating Officer
Mobile Phone
Email
R. G.
Head Of Advice Nsw
Mobile Phone
Email
R. P.
Head Of Compliance And Licensee Operations
Mobile Phone
Email
A. B.
Head Of Portfolio Management
Mobile Phone
Email
A. G.
Head Of People And Culture
Mobile Phone
Email
M. D.
Head Of Innovation & Client Experience, Director At Apt Wealth Partners
Mobile Phone
Email
M. D. C.
Head Of Advice Vic
Mobile Phone
Email

Apt Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Business
Community & Social Services
Human Resources
Other
Entrepreneurship

Contact profiles from Apt Wealth Partners

Name

Title

Contact

Location

Last Update

S. M.
Senior Financial Planner
Mobile Phone
Email
Australia, Victoria
Jun 26, 2026
T. P. C.
Senior Financial Adviser
Mobile Phone
Email
Australia, Victoria
Nov 26, 2025
P. C.
Senior Risk Adviser
Mobile Phone
Email
Australia, Victoria
May 11, 2026
M. H.
Senior Financial Adviser
Mobile Phone
Email
Australia, Victoria
Nov 26, 2025
E. W.
Senior Financial Advisor
Mobile Phone
Email
Apr 16, 2026
S. T. C.
Senior Financial Planner
Mobile Phone
Email
Nov 26, 2025
E. L.
Senior Financial Advisor
Mobile Phone
Email
Australia, Victoria
Apr 16, 2026
B. R.
Senior Financial Planner
Mobile Phone
Email
Australia, Victoria
Jun 27, 2026
G. J. D.
Senior Financial Planning Assistant
Mobile Phone
Email
Philippines, Central Visayas
Sep 01, 2026
A. L. C.
Financial Adviser
Mobile Phone
Email
Australia, Victoria
Jun 27, 2026

Frequently Asked Questions

What is Apt Wealth Partners known for?

Apt Wealth Partners was founded in 2007 and operates in the Financial Services industry. Explore Apt Wealth Partners's company overview page for more information.

What is Apt Wealth Partners's most common email format?

Apt Wealth Partners employees' email format typically follows the pattern of First@aptwealth.com.au. Trying to find reliable and up-to-date employee contact data? Find more Apt Wealth Partners email formats with LeadIQ.

How many employees does Apt Wealth Partners have currently?

Apt Wealth Partners has approximately 59 employees as of August 2026. These team members are located across 3 continents, including Oceania, Asia and Europe.

Who are Apt Wealth Partners's key employees and leadership?

As of August 2026, Apt Wealth Partners's key employees include:

Chief Executive Officer: A. D. C.
Chief Operating Officer: M. B.
Head Of Advice Nsw: R. G.
Head Of Compliance And Licensee Operations: R. P.
Head Of Portfolio Management: A. B.

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Apt Wealth Partners Employee Directory

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