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