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Brett Rowe is listed as Senior Financial Planner at Apt Wealth Partners, a with 39 employees, based in Eaglemont, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Brett Rowe.
Brett Rowe previously worked as Financial Advisor at Semaphore Private and Senior Advisor at The Paradigm Group. Brett Rowe holds Diploma Of Financial Planning from Deakin University.
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With over 18 years of experience working within the Financial Services Industry, I am now working as Senior Financial Planner with Apt Wealth Partners. Past roles included working as an adviser at Semaphore Private and Shadforth Financial Group.I am passionate about providing comprehensive, holistic financial advice and building lifelong relationships with clients that are based on trust. Key among my strengths are having a genuine interest in my client's lives, helping them to work out what's most important, and determining which priorities and goals are achievable from a financial perspective. I aim to put every client in a better position than they were in before we met.My background includes advising clients through the challenging Global Financial Crisis period. This has provided me with a depth of experience in guiding clients to stay the course and be able to navigate their way through significant market upheavals. It also reinforced the importance of conducting thorough risk profiling and implementing sound portfolio management solutions.Outside of work, I enjoy outdoor activities that usually involve being around the water and breathing in the salty air. The Ocean is like a second home to me and I love everything that our coastal and marine environment in Victoria has to offer. Most weekends generally involve surfing somewhere along the Bellarine Peninsular, or occasionally you might find me around the bayside areas, scuba diving in Port Phillip Bay.Professional Specialties: Wealth Creation strategies, Wealth Preservation, Superannuation including Self Managed Superannuation Funds (SMSF), Retirement Income Streams, Retirement strategies, Investment advice, Aged Care planning.
Listed skills include Financial Planning, Certified Financial Planner, Wealth Accumulation, Wealth Preservation, and 5 others.
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I commenced working with the Apt Wealth Partners in January 2020. My role at Apt Wealth Partners involves the provision of comprehensive, holistic financial advice across a wide spectrum of clients.
Melbourne, Australia
I was employed as a Private Client Adviser at Shadforth Financial Group from 2008 to 2014. My role at Shadforths involved the provision of comprehensive advice and ongoing review services to clients ranging from young accumulators to pre-retirees and retirees.A significant event unfolded during my time at Shadforths in the form of the Global Financial Crisis. Helping clients navigate their way through this period provided valuable lessons and experience that I believe will hold me in good stead throughout my future career as an adviser.
Melbourne, Australia
I began working with the Money Managers in 2006, initially being employed as an Associate Adviser before moving into an advisory role.My responsibilities were varied and included the provision of high quality advice to individuals in all facets of strategic financial planning and investment advice.The Money Managers was one of the founding member firms to merge into Shadforth Financial Group.
Other employees you can reach at aptwealth.com.au. View company contacts for 39 employees →
Tracey Pace Cfp®
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
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Junior Asher
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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Julia Robinson
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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Tammy Tan
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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Tyler Hempel
Colleague at Apt Wealth PartnersOfficer South, Victoria, Australia
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Daniel Kalisperis
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
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Aimee Telford
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
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Paul Cull
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
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Joel Galenda
Colleague at Apt Wealth PartnersNar Nar Goon North, Victoria, Australia
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Tamara Bellucci
Colleague at Apt Wealth PartnersSydney, New South Wales, Australia
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Quick answers generated from the profile data available on this page.
Brett Rowe works for Apt Wealth Partners.
Brett Rowe is listed as Senior Financial Planner at Apt Wealth Partners.
Brett Rowe is based in Eaglemont, Victoria, Australia while working with Apt Wealth Partners.
Brett Rowe has worked for Apt Wealth Partners, Semaphore Private, The Paradigm Group, Shadforth Financial Group Ltd, and Money Managers.
Brett Rowe's colleagues at Apt Wealth Partners include Tracey Pace Cfp®, Junior Asher, Julia Robinson, Tammy Tan, and Tyler Hempel.
You can use AeroLeads to view verified contact signals for Brett Rowe at Apt Wealth Partners, including work email, phone, and LinkedIn data when available.
Brett Rowe holds Diploma Of Financial Planning from Deakin University.
Brett Rowe is listed with skills including Financial Planning, Certified Financial Planner, Wealth Accumulation, Wealth Preservation, Superannuation, Self Managed Superannuation Funds, Retirement Planning, and Retirement Income Strategies.
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