Apt Wealth Partners
Apt Wealth Partners

Apt Wealth Partners Information

Contact top employees from Apt Wealth Partners

Summary

Apt Wealth Partners is a private company that has been in the industry for 19 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.

Organization Website

aptwealth.com.au

Social Links

linkedInfacebook

Phone Number

1800 801 277

Industries

Headquarters Location

Level 12, Sydney, NSW, 2000 AU

Employees Size

100-200 employees

Founded

2007

Operating Status

Merger Pending

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at Apt Wealth Partners shows a diverse range of experience levels:
10% have been with the company for less than 1 year21% for 1–2 years10% for 3–4 years10% for 5–7 years10% for 8–10 years38% have over 11 years of service at Apt Wealth Partners
Ex-employees positions
In Company
In New Company
Contact top employees from Apt Wealth Partners
Stephanie Eckert
Executive Coordinator
View
Adam Bajcarz
Head of Portfolio Management
View
Matthew Dunbar CFP®
Head of Advice VIC
View
Miguel Lamvohee
Senior Risk Financial Adviser
View
Lisa Anne Han CFP®
Senior Financial Planner
View
Michelle Heffernan
Senior Financial Adviser
View
Steve Nobilo
Investment Operations Administrator
View
Dermot Reiter
Senior Financial Adviser
View
Warner Leung
Senior Financial Adviser
View
Steven Toniazzo CFP®
Senior Financial Planner
View
Karolina Scales
Project Manager
View
Emily Lanciana
Senior Financial Advisor
View
Jessica Santiago
Financial Adviser
View
David Maddock CFP®
Senior Financial Planner
View
James McGregor CFP®
Executive Chairman
View
Brett Rowe
Senior Financial Planner
View
Anthony Lee CFP®
Financial Adviser
View
Jakob Ayres
Financial Adviser
View
Sarah Gonzales
Chief Investment Officer
View
Sean Moran
Senior Financial Planner
View
Frank DAlesio CFP®
Senior Financial Adviser at Apt Wealth Partners
View
Lisa Haley
Certified Financial Planner at Apt Wealth Partners
View
Alisha Sandhu
Financial Advice Associate
View
Tarryn Chen
Financial Advice Associate
View
Tamara Bellucci
Financial Adviser
View
Ashlyn Antony
Client Services Manager
View
Jhan Patrick
Senior Financial Planning Assistant
View
Mark Bardzinski
Chief Operating Officer
View
April Broñola
Financial Planning Assistant
View

FAQ

Apt Wealth Partners operates in the Finance industries. More details can be found on the official website: aptwealth.com.au.
The headquarters of Apt Wealth Partners are located in Sydney, Australia.
The current CEO of Apt Wealth Partners is James McGregor
You can contact Apt Wealth Partners by phone at 1800 801 277 .
Apt Wealth Partners currently employs 100-200 people.
You can contact Apt Wealth Partners by phone at 1800 801 277 , by email at sydney@aptwealth.com.au, through social media (LinkedIn, Facebook), or via the contact form on aptwealth.com.au.
Apt Wealth Partners's revenue is approximately < 1M.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP