Karolina Scales

Karolina Scales Email and Phone Number

Project Manager at Apt Wealth Partners @ Apt Wealth Partners
australia
Karolina Scales's Location
Greater Melbourne Area, Australia
Karolina Scales's Contact Details

Karolina Scales work email

Karolina Scales personal email

n/a
About Karolina Scales

Karolina Scales is a Project Manager at Apt Wealth Partners 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."

Karolina Scales's Current Company Details
Apt Wealth Partners

Apt Wealth Partners

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Project Manager at Apt Wealth Partners
australia
Website:
aptwealth.com.au
Employees:
39
Karolina Scales Work Experience Details
  • Apt Wealth Partners
    Project Manager
    Apt Wealth Partners Oct 2024 - Present
    View
  • Apt Wealth Partners
    Client Service Manager At Apt Wealth Partners
    Apt Wealth Partners Dec 2020 - Nov 2024
    Melbourne, Victoria, Australia
    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.
    View
  • Unified Financial Services Pty Ltd
    Practice Manager
    Unified Financial Services Pty Ltd Jun 2003 - Dec 2020
    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

Karolina Scales Skills

Financial Planning Business Management Marketing Communications Small Business Website Management Compliance Management Xplan It Operations Team Management Strategic Financial Planning Superannuation Webmaster Services Financial Advisory Insurance Strategy Wealth Accumulation Management Wealth Portfolio Management Management Consulting Investments Retirement Financial Services

Karolina Scales Education Details

Frequently Asked Questions about Karolina Scales

What company does Karolina Scales work for?

Karolina Scales works for Apt Wealth Partners

What is Karolina Scales's role at the current company?

Karolina Scales's current role is Project Manager at Apt Wealth Partners.

What is Karolina Scales's email address?

Karolina Scales's email address is ka****@****.com.au

What schools did Karolina Scales attend?

Karolina Scales attended Kaplan Business School Pty Limited, Rmit University, Rmit University, Elwood College.

What skills is Karolina Scales known for?

Karolina Scales has skills like Financial Planning, Business Management, Marketing Communications, Small Business, Website Management, Compliance Management, Xplan, It Operations, Team Management, Strategic Financial Planning, Superannuation, Webmaster Services.

Who are Karolina Scales's colleagues?

Karolina Scales's colleagues are Catrina Jordan, Ashlyn Antony, Jhan Patrick B., Mark Bardzinski, Jakob Ayres, Tyler Hempel, Paul Cull.

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