James Mcgregor Cfp®
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James Mcgregor Cfp® Email & Phone Number

Executive Chairman at Apt Wealth Partners
Location: Greater Sydney Area, Australia, Australia 4 work roles 5 schools
1 work email found @aptwealth.com.au LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@aptwealth.com.au
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Current company
Apt Wealth Partners
Role
Executive Chairman
Location
Greater Sydney Area, Australia, Australia
Company size
54 employees

Who is James Mcgregor Cfp®? Overview

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Quick answer

James Mcgregor Cfp® is listed as Executive Chairman at Apt Wealth Partners, a company with 54 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at aptwealth.com.au and a matched LinkedIn profile for James Mcgregor Cfp®.

James Mcgregor Cfp® previously worked as Managing Director at Apt. Wealth Partners and CEO- Bridges St Martins Tower at Bridges Financial Services. James Mcgregor Cfp® holds Diploma Of Financial Planning, Financial Planning from Deakin University.

Company email context

Email format at Apt Wealth Partners

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{first}@aptwealth.com.au
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AeroLeads found 1 current-domain work email signal for James Mcgregor Cfp®. Compare company email patterns before reaching out.

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Profile bio

About James Mcgregor Cfp®

James Mcgregor Cfp® is a Executive Chairman at Apt Wealth Partners. He possess expertise in wealth, superannuation, investment strategies, income protection, wealth management and 10 more skills.

Listed skills include Wealth, Superannuation, Investment Strategies, Income Protection, and 11 others.

Current workplace

James Mcgregor Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Apt Wealth Partners
Apt Wealth Partners
Executive Chairman
Sydney, NSW, AU
Website
aptwealth.com.au
Employees
54
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Company profile
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4 roles

James Mcgregor Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Apt. Wealth Partners

Sydney, Australia

Apt Wealth Partners is a self-licensed, award-winning financial advice firm with a client-first ethos. The firm manages over $2.5 billion in client funds and offers comprehensive services to help our clients live their best lives.As Managing Director, I work with an incredibly talented team to:· Set and execute organic and M&A growth strategies. ·.

Jun 2013 - Present

Investment Manager

Qbe Insurance

Sydney, Australia

Aug 1987 - Nov 1990
Team & coworkers

Colleagues at Apt Wealth Partners

Other employees you can reach at aptwealth.com.au. View company contacts for 54 employees →

TC Tim Conde Tim Conde Colleague at Apt Wealth Partners Greater Sydney Area, Australia View → AB April Broñola April Broñola Colleague at Apt Wealth Partners Cebu, Central Visayas, Philippines, Philippines View → AS Alisha Sandhu Alisha Sandhu Colleague at Apt Wealth Partners Australia, Australia View → TS Toby Simpson Toby Simpson Colleague at Apt Wealth Partners Melbourne, Victoria, Australia, Australia View → MB Mark Bardzinski Mark Bardzinski Colleague at Apt Wealth Partners Greater Melbourne Area, Australia View → TP Tracey Pace Cfp® Tracey Pace Cfp® Colleague at Apt Wealth Partners Melbourne, Victoria, Australia, Australia View → BP Brian Paou Brian Paou Colleague at Apt Wealth Partners Greater Sydney Area, Australia View → RR Rosalyn Ramirez Rosalyn Ramirez Colleague at Apt Wealth Partners Cebu, Central Visayas, Philippines, Philippines View → JA Junior Asher Junior Asher Colleague at Apt Wealth Partners Greater Sydney Area, Australia View → JR Julia Robinson Julia Robinson Colleague at Apt Wealth Partners Greater Sydney Area, Australia View →
5 education records

James Mcgregor Cfp® education

Graduate Diploma In Applied Finance And Investment, Financial Services

Finsia
FAQ

Frequently asked questions about James Mcgregor Cfp®

Quick answers generated from the profile data available on this page.

What company does James Mcgregor Cfp® work for?

James Mcgregor Cfp® works for Apt Wealth Partners.

What is James Mcgregor Cfp®'s role at Apt Wealth Partners?

James Mcgregor Cfp® is listed as Executive Chairman at Apt Wealth Partners.

What is James Mcgregor Cfp®'s email address?

AeroLeads has found 1 work email signal at @aptwealth.com.au for James Mcgregor Cfp® at Apt Wealth Partners.

Where is James Mcgregor Cfp® based?

James Mcgregor Cfp® is based in Greater Sydney Area, Australia, Australia while working with Apt Wealth Partners.

What companies has James Mcgregor Cfp® worked for?

James Mcgregor Cfp® has worked for Apt Wealth Partners, Apt. Wealth Partners, Bridges Financial Services, and Qbe Insurance.

Who are James Mcgregor Cfp®'s colleagues at Apt Wealth Partners?

James Mcgregor Cfp®'s colleagues at Apt Wealth Partners include Tim Conde, April Broñola, Alisha Sandhu, Toby Simpson, and Mark Bardzinski.

How can I contact James Mcgregor Cfp®?

You can use AeroLeads to view verified contact signals for James Mcgregor Cfp® at Apt Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did James Mcgregor Cfp® attend?

James Mcgregor Cfp® holds Diploma Of Financial Planning, Financial Planning from Deakin University.

What skills is James Mcgregor Cfp® known for?

James Mcgregor Cfp® is listed with skills including Wealth, Superannuation, Investment Strategies, Income Protection, Wealth Management, Financial Advisory, Retirement Planning, and Wealth Accumulation.

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