Suzanne Johnston

Apt Wealth Partners

Gold
7 Yrs Experience
Sydney, NSW 2000

Work Life Balance and Success

At Apt Wealth Partners we support and advise our clients on choosing the right strategies to help them achieve their goals. With expertise across investments, direct equities, cash flow management, superannuation, pension strategies including Centrelink entitlements and retirement planning. We work with you to ensure a coherent strategy is in place and then reviewed for the inevitable changes over time.

We are a national financial planning firm who are proud to deliver exceptional financial advice and personalised service. Our firm comprises over 30 financial advisers and support staff who look after 3000 families and over $1 billion in client portfolios. Our team is dedicated to providing informed and comprehensive advice.

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
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Apt Wealth Partners

Level 28, 31 Market Street
Sydney, NSW 2000

Licensed by

Apt Wealth Partners

AFSL 436121