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Apt Wealth Partners Pty Ltd
Apt Wealth Partners Pty Ltd

Apt Wealth Partners Pty Ltd

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Overview

Apt Wealth Partners Pty Ltd

total Reviews

55

Total Advisers

21

Average Customer Rating

99%

Percentage of Positive Reviews

100%
Introduction

We are a national financial planning firm who are proud to deliver exceptional financial advice and personalised service.

 

Our firm comprises over 35 experienced advisers and support staff who look after 3,000 families and over $1 billion in client funds.

Our people are our greatest asset. With years of combined experience, our planners and support staff are intent on providing informed and comprehensive guidance. Your finances are in good hands.

 

Apt Wealth Partners Pty Ltd

Apt Wealth will look after you

Licensed Companies:

 

Apt Wealth Partners
Apt Wealth Partners

Latest Customer ReviewsSee all

Robert Greig

Robert Greig

Adv Rating 82% Cust Rating 99% Reviews 7

"I have been referring clients to Robert for a number of years, including my own personal affairs. He has always put the clients interest at the forefront and provided them with sound advice, and they appreciate his friendly yet professional service. I have every confidence that any client I refer to him will receive the best service. "

Toutai , 35-45 31 Jan 2018

David Maddock

David Maddock

Adv Rating 100% Cust Rating 100% Reviews 18

"David is extremely helpful and pleasant to deal with. His investment advice has been excellent and our dealings with Centrelink have been made a lot easier through his assistance."

Gary, 56-65 12 Dec 2017

Robert Greig

Robert Greig

Adv Rating 82% Cust Rating 99% Reviews 7

"I'm very happy with Rob's performance and would happily recommend him to anyone looking for financial, or related, advice"

Rick, Under 35 29 Nov 2017

Licensee's top rated advisers

David Maddock
Apt Wealth Partners

1 David Maddock Apt Wealth Partners

Adv Rating 100% Cust Rating 100% Reviews 18
Andrew Dunbar
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2 Andrew Dunbar Apt Wealth Partners

Adv Rating 97% Cust Rating 100% Reviews 13
John Versace
Apt Wealth Partners

3 John Versace Apt Wealth Partners

Adv Rating 87% Cust Rating 97% Reviews 8
Elaine Preobrajensky
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4 Laine Preobrajensky Apt Wealth Partners

Adv Rating 84% Cust Rating 100% Reviews 3
Robert Greig
Apt Wealth Partners

5 Robert Greig Apt Wealth Partners

Adv Rating 82% Cust Rating 99% Reviews 7