Robert Greig

Apt Wealth Partners

Gold
7 Yrs Experience
Sydney, NSW 2000

Robert has over 7 years of experience in the financial services industry. His qualifications include a Bachelor of Applied Social Science, an Advanced Diploma of Financial Planning and a Masters of Financial Planning. Robert is a Financial Planner AFP® with the Financial Planning Association of Australia.

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Apt Wealth Partners

Level 28, 31 Market Street
Sydney, NSW 2000

Licensed by

Apt Wealth Partners

AFSL 436121