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Matthew Dunbar

Apt Wealth Partners

Gold
11 Yrs Experience
Melbourne, VIC 3000

Matthew is a Senior Financial Planner at Apt Wealth Partners. He holds a Bachelor of Commerce (Accounting, Finance & Financial Planning) and an Advanced Diploma of Financial Planning. He is also a Certified Financial Planner™ with the Financial Planning Association of Australia.

Apt Wealth Partners aim to always put their client’s best interests first and ensure they achieve "Lifestyle and Financial Success". They have a goals-based approach and Matt is passionate about working with his clients to determine and achieve their life objectives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Apt Wealth Partners

Level 8, 360 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Apt Wealth Partners

AFSL 436121