Senior Financial Planner
CurrentOur PromiseApt Wealth Partners are the proactive financial partners you can rely on to look after your family’s future - "Lifestyle and Financial Success" for our clients is our aim.My key responsibilities are to provide best practice advice and be the Principal adviser co-ordinating other professional services to build strong relationships with our clients. Our services: Investment advice Ongoing portfolio administration and review Retirement planning Superannuation strategies Salary packaging Stockbroking Centrelink strategies Estate planning Insurance planning DIY Super - strategy and investments