Apt Wealth Partners Overview
Contact top employees from
Apt Wealth Partners
Summary
Apt Wealth Partners is a private company that has been in the industry for 18 years. The company currently specializes in the Financial Services area. The position of the Managing Director is occupied by James McGregor. Its headquarters is located at Sydney, New South Wales, AU. The Apt Wealth Partners annual revenue is estimated at < 1M. To connect with Apt Wealth Partners employee register on SignalHire.
Apt Wealth Partners industries
Financial Services
Headquarters Location
Apt Wealth Partners Employees Size
100-200 employees
Founded
2007
Operating Status
Merger Pending
Contact Apt Wealth Partners
Organization Website
Social Links
Contact Email
sydney@aptwealth.com.au
Phone Number
1800 801 277
Apt Wealth Partners Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Apt Wealth Partners
Miguel Lamvohee
Senior Risk Financial Adviser
Lisa Anne Han CFP®
Senior Financial Planner
Michelle Heffernan
Senior Financial Adviser
Steve Nobilo
Investment Operations Administrator
Dermot Reiter
Senior Financial Adviser
Warner Leung
Senior Financial Adviser
Steven Toniazzo CFP®
Senior Financial Planner
Stephanie Eckert
Executive Coordinator
Adam Bajcarz
Head of Portfolio Management
Karolina Scales
Project Manager
Emily Lanciana
Senior Financial Advisor
Matthew Dunbar CFP®
Head of Advice VIC
Jessica Santiago
Financial Adviser
David Maddock CFP®
Senior Financial Planner
James McGregor CFP®
Managing Director
Brett Rowe
Senior Financial Planner
Anthony Lee
Financial Advisor
Elizabeth Wise
Financial Adviser
Jakob Ayres
Financial Adviser
Sarah Gonzales
Chief Investment Officer
Robert Greig
Head of Advice NSW
Daniel Kalisperis
Financial Planner
Michael Brandt
Senior Financial Planner CFP & Aged Care Specialist
Preston Foster
Senior Financial Planner
Sean Moran
Senior Financial Planner
Frank DAlesio CFP®
Senior Financial Adviser at Apt Wealth Partners
Andrew Dunbar CFP®
Director & Senior Financial Planner
Tracey Pace CFP®
Senior Financial Adviser
Sheridan Percival
Compliance and Licensee Services Manager
