Karolina Scales Email & Phone Number
@unifiedfs.com.au
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Who is Karolina Scales? Overview
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Karolina Scales is listed as Project Manager at Apt Wealth Partners, a with 39 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at unifiedfs.com.au and a matched LinkedIn profile for Karolina Scales.
Karolina Scales previously worked as Client Service Manager at Apt Wealth Partners at Apt Wealth Partners and Practice Manager at Unified Financial Services Pty Ltd. Karolina Scales holds Rg146 Financial Planning, Financial Planning And Services from Kaplan Business School Pty Limited.
Email format at Apt Wealth Partners
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AeroLeads found 1 current-domain work email signal for Karolina Scales. Compare company email patterns before reaching out.
About Karolina Scales
Karolina Scales is a Project Manager at Apt Wealth Partners. She possess expertise in financial planning, business management, marketing communications, small business, website management and 18 more skills. Colleagues describe her as "Karolina is one of the most efficient and effective Practice Managers I have come across in my time. Karolina’s ability to successfully implement a business plan and balance the needs and priorities of all key stakeholders within a financial planning business is exceptional. Attention to detail, determination, respect and loyalty are all words becoming of Karolina. Her contribution to the success of her business, co-workers, clients and the industry is tangible and any achievements and recognition she and her business has received, well deserved. I can only provide the highest recommendation of Karolina."
Listed skills include Financial Planning, Business Management, Marketing Communications, Small Business, and 19 others.
Karolina Scales's current company
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Karolina Scales work experience
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Client Service Manager At Apt Wealth Partners
I am a Client Service Manager at Apt Wealth Partners, helping to deliver high-quality service to clients.My passion for financial planning stems from my belief that financial literacy and education should be available to all. I work with Advisers who are at the forefront of the industry, nationally recognized, and who have as much passion for best practice as I do. Our aim at Apt is to always put our clients’ best interests first and ensure they "live for today and plan for tomorrow". Our mission is to help people live happier, healthier, more fulfilling lives. Apt has a goals based approach to financial planning, project managing and ensuring all areas of our clients' situation, structures and finances are catered for using our detailed process as well as trusted referral partners.Whilst not at work, I enjoy family life with my husband Ben and gorgeous sons Harry & Ash, keeping fit, Pilates, music and following the Western Bulldogs Football Club.
Practice Manager
Unified Financial Services Pty Ltd is a privately owned, boutique Financial Planning Firm located in Carlton, Melbourne Victoria.With over 28 years of experience, we specialise in providing fee for service financial planning advice, structure and direction to health professionals.We also take on a selection of financial project management for those people who are going through major changes in their lives.We provide strategic financial advice on a wide range of areas including:- Aged care financial advice- Business consulting- Career change- Defined superannuation- Divorce - Estate and intergenerational financial planning- Financial advice for widows- Insurance advice- Investment advice- Planning for retirement- Salary packaging - Self funded retirees- Small business financial advice- Superannuation- Wealth accumulation
Colleagues at Apt Wealth Partners
Other employees you can reach at aptwealth.com.au. View company contacts for 39 employees →
Tammy Tan
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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JP
Jhan Patrick B.
Colleague at Apt Wealth PartnersMandaue, Central Visayas, Philippines
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JB
Jessica Bray
Colleague at Apt Wealth PartnersDrysdale, Victoria, Australia
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FD
Frank D'Alesio Cfp®
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
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AT
Aimee Telford
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
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BP
Brian Paou
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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PC
Paul Cull
Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia
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JM
James Mcgregor Cfp®
Colleague at Apt Wealth PartnersGreater Sydney Area, Australia
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BR
Brett Rowe
Colleague at Apt Wealth PartnersEaglemont, Victoria, Australia
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LH
Lisa Haley
Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia
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Karolina Scales education
Rg146 Financial Planning, Financial Planning And Services
Bachelor Of Commerce, Distinction
Bachelor Of Commerce (B.Com.), Social Sciences
Education record
Frequently asked questions about Karolina Scales
Quick answers generated from the profile data available on this page.
What company does Karolina Scales work for?
Karolina Scales works for Apt Wealth Partners.
What is Karolina Scales's role at Apt Wealth Partners?
Karolina Scales is listed as Project Manager at Apt Wealth Partners.
What is Karolina Scales's email address?
AeroLeads has found 1 work email signal at @unifiedfs.com.au for Karolina Scales at Apt Wealth Partners.
Where is Karolina Scales based?
Karolina Scales is based in Greater Melbourne Area, Australia while working with Apt Wealth Partners.
What companies has Karolina Scales worked for?
Karolina Scales has worked for Apt Wealth Partners and Unified Financial Services Pty Ltd.
Who are Karolina Scales's colleagues at Apt Wealth Partners?
Karolina Scales's colleagues at Apt Wealth Partners include Tammy Tan, Jhan Patrick B., Jessica Bray, Frank D'Alesio Cfp®, and Aimee Telford.
How can I contact Karolina Scales?
You can use AeroLeads to view verified contact signals for Karolina Scales at Apt Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Karolina Scales attend?
Karolina Scales holds Rg146 Financial Planning, Financial Planning And Services from Kaplan Business School Pty Limited.
What skills is Karolina Scales known for?
Karolina Scales is listed with skills including Financial Planning, Business Management, Marketing Communications, Small Business, Website Management, Compliance Management, Xplan, and It Operations.
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