Apt Wealth Partners Employee Directory

Financial ServicesNew South Wales, Australia51-200 Employees

Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong. With over 30 years of experience, Apt Wealth Partners manages over $2 billion in client funds and offers a range of services including Superannuation and Investment, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care and Home Loans.

Financial security is something that every Australian strives to achieve. It has a considerable impact on your quality of life, both now and into the future.

We know that financial planning can seem complex and time consuming. At Apt Wealth Partners, our focus is on helping you navigate the financial journey, ensuring that you can still live for today while keeping an eye on tomorrow.

Our team are dedicated to providing you the right advice and support. In fact, we see our team as our greatest asset with years of combined experience in providing tailored financial solutions.

Your individual needs are at the core of what we do. We’ve helped thousands of families achieve the financial future they wanted. That experience has allowed us to build a philosophy and process to maximise your investments to ensure you lead the lifestyle you set out to achieve.

Find Apt Wealth Partners employees' phone numbers or email addresses

Apt Wealth Partners Global Highlights

Location
Employees

Oceania
64

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  • Australia
    64

Asia
9

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  • Philippines
    4
  • India
    4
  • Japan
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Apt Wealth Partners's Leadership

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

100%
50%
0%
2026
2025
2024
  • Banking
  • Legal
  • Business
  • Community & Social Services
  • Human Resources
  • Other

Contact profiles from Apt Wealth Partners

Name
Title
Contact Info
Location
Last Update
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    P. F.
    Senior Financial Planner
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    Jan 28, 2026
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    S. M.
    Senior Financial Planner
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    AustraliaVictoria
    Nov 26, 2025
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    T. P. C.
    Senior Financial Adviser
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    AustraliaVictoria
    Nov 26, 2025
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    P. C.
    Senior Risk Adviser
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    AustraliaVictoria
    Nov 26, 2025
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    M. H.
    Senior Financial Adviser
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    AustraliaVictoria
    Nov 26, 2025
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    E. W.
    Senior Financial Advisor
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    AustraliaNew South Wales
    Nov 26, 2025
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    S. T. C.
    Senior Financial Planner
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    Nov 26, 2025
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    E. L.
    Senior Financial Advisor
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    AustraliaVictoria
    Nov 26, 2025
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    B. R.
    Senior Financial Planner
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    AustraliaVictoria
    Nov 26, 2025
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    G. J. D.
    Senior Financial Planning Assistant
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    PhilippinesCentral Visayas
    Sep 12, 2025

Frequently Asked Questions

What is Apt Wealth Partners known for?

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Apt Wealth Partners was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 8 Spring Street, Level 12. Explore Apt Wealth Partners's company overview page for more information.

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

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Apt Wealth Partners employees' email format typically follows the pattern of . 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?

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Apt Wealth Partners has approximately 57 employees as of January 2026. These team members are located across 3 continents, including OceaniaAsiaEurope.

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

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

  • 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.
  • Head Of People And Culture: A. G.

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