Dave Maddock

Apt Wealth Partners

Platinum
16 Yrs Experience
Geelong, VIC 3220

I am a Senior Financial Planner with Apt Wealth Partners (AFSL no. 436121). I am a member of the FPA and CFP qualified with a Bachelor of Commerce (majoring in financial planning) from Deakin University. Having worked in financial services since 2003 I have gained vast knowledge across all areas of financial advice and specialise in self managed superannuation funds. I provide holistic advice to my clients based on their individual circumstances for truly personalised advice.

I welcome new clients and enjoy helping them achieve lifestyle and financial success.

Outside of work I am busy with my young family and coaching my son's junior footy team.

I can be found at the Apt Wealth Partners website which is http://aptwealth.com.au/our-people/

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 22
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Apt Wealth Partners

24 Moorabool Street
Geelong, VIC 3220

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Apt Wealth Partners

AFSL 436121