Andrew Dunbar

Apt Wealth Partners

Platinum
17 Yrs Experience
Melbourne, VIC 3000
Andrew Dunbar is a Director of Apt Wealth Partners who has over 15 years' experience in Financial Planning. Andrew was awarded the 2019 FPA CERTIFIED FINANCIAL PLANNERĀ® Professional of the Year and has received several awards in the financial services industry for his professionalism and commitment to clients. He is highly qualified with degrees in both Commerce and Economics from Monash University. He holds the Advanced Diploma of Financial Planning and the Certified Financial PlannerĀ® professional status with the Financial Planning Association of Australia (FPA). Andrew is passionate about helping people. The aim at Apt is to help people "Live for today while planning for tomorrow".

Expertise

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 15
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Apt Wealth Partners

Level 8, 360 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Apt Wealth Partners

AFSL 436121

5.00
15 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Andrew has helped me make good financial decisions in retirement and I am thankful for his trusted advice."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has helped me navigate the retirement journey and though his advice, I have the confidence to live the lifestyle I desire. I would recommend Andrew to my friends."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Retiring is a daunting event. Andrew has helped me to focus on what's important to me and live the live I want to. He helps me make good financial decisions and tries to make it possible for me to achieve the things I want. I wouldn't be enjoying my retirement years as much without Andrew's help, that's for sure. I have sent my family and friends to see Andrew, which they have all thanked me for."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I leave everything to Andrew and his team. I have complete faith and trust in him and having him manage my finances gives me the peace of mind to get on with all the things i want to do. I am well on the way to ticking off my bucket list, thanks to Andrew."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew and the team at Apt Wealth Partners have helped me manage my Self Managed Super Fund for many years as I prepare for retirement. I'm confident that I am in a position to do all the things I wanted to. I wouldn't hesitate to recommend Andrew to others."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew explains things in easy to understand terms and has helped give us the confidence that we can comfortably get on with enjoying our lives and doing the things we enjoy. We recommend Andrew and the Apt Wealth team."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has helped us manage our Self Managed Super Fund and prepare for our transition to retirement. We feel comforted that Andrew has helped us understand and navigate the superannuation rule changes, while making sensible long term investment decisions. We recommend Andrew highly."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has helped us navigate through the uncertainty of superannuation rules and retirement planning. We feel confident we are on track for a comfortable retirement and will be able to do the things we always wanted to. We highly recommend Andrew and Apt Wealth Partners to others."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We appreciate all Andrew's help, with his advice we have peace of mind and comfort to be able to do the things we want to do. We would recommend our friends see Andrew."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We really value Andrew's advice. He is a good family man that takes his responsibility seriously and we have really enjoyed working with him over the years."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2004

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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