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Sean Moran Email & Phone Number

Senior Financial Planner at Apt Wealth Partners at Apt Wealth Partners
Location: South Geelong, Victoria, Australia 13 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 s****@aptwealth.com.au
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Current company
Apt Wealth Partners
Role
Senior Financial Planner at Apt Wealth Partners
Location
South Geelong, Victoria, Australia
Company size
39 employees

Who is Sean Moran? Overview

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Quick answer

Sean Moran is listed as Senior Financial Planner at Apt Wealth Partners at Apt Wealth Partners, a company with 39 employees, based in South Geelong, Victoria, Australia. AeroLeads shows a work email signal at aptwealth.com.au and a matched LinkedIn profile for Sean Moran.

Sean Moran previously worked as Senior Financial Planner at Apt Wealth Partners and Financial Planner at Commonwealth Financial Planning. Sean Moran holds Graduate Diploma, Financial Planning from Securities Institute Of Australia.

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 Sean Moran. Compare company email patterns before reaching out.

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Profile bio

About Sean Moran

As a financial planner I help people with identifying and achieving their financial goals, whether that be wealth accumulation, retirement planning, savings for their children’s education or protecting themselves and their loved ones. With 20 years experience in banking and financial services I’ve helped a lot of clients and I’d love the chance to be able to help you!

Listed skills include Equities, Fixed Income, Equity Derivatives, Bonds, and 27 others.

Current workplace

Sean Moran's current company

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

Apt Wealth Partners
Apt Wealth Partners
Senior Financial Planner at Apt Wealth Partners
australia
Website
aptwealth.com.au
Employees
39
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13 roles

Sean Moran work experience

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

Financial Planner

Commonwealth Financial Planning

Geelong

Ensuring that clients feel comfortable and supported throughout the financial planning process and that they have an understanding of how plans meet their lifestyle and financial needs.Helping clients with wealth creation strategies to provide them with financial independence.Assisting clients with superannuation and retirement strategies to ensure a.

Apr 2016 - May 2018

Convertible Bond Sales

Macquarie Group

Hong Kong

  • Successfully ran convertible bond sales and co-managed a consistently profitable Asian convertible bond desk.
  • Provided sales coverage for hedge fund and outright convertible bond clients across Asia, Europe and the USA for Asian convertible bonds for primary and secondary markets.
  • Worked with ECM and Syndicate teams in Australia and Hong Kong on organising roadshows, pitching new deals and successfully bringing them to market.
  • Introduced over twenty new clients to the CB business resulting in greater trading flow as well as deal distribution.
  • Initiated trade ideas and investment strategies for clients with a wide range of investment mandates including income, high yield and credit driven resulting in better client relationships.
  • Carried out client relationship management including account reviews and profitability assessment allowing a more efficient allocation of sales and trading resources to clients.
Nov 2011 - May 2015

Fixed Income Trade Support

Bnp Paribas

London, United Kingdom

Jan 2011 - May 2011

Foreign Exchange Client Market Making

Automat Limited
Jan 2010 - Dec 2010

Convertible Bond Sales

Citi
Feb 2005 - Jan 2009

Customer Service Representative - Prime Brokerage

Morgan Stanley
Mar 2004 - Feb 2005

Management Information Systems Business Analyst

Deutsche Bank
Sep 2003 - Mar 2004

Customer Assistance Officer

Commonwealth Bank
Apr 1997 - Sep 1999
Team & coworkers

Colleagues at Apt Wealth Partners

Other employees you can reach at aptwealth.com.au. View company contacts for 39 employees →

AD Andrew Dunbar Cfp® Andrew Dunbar Cfp® Colleague at Apt Wealth Partners Melbourne, Victoria, Australia, Australia View → EW Elizabeth Wise Elizabeth Wise Colleague at Apt Wealth Partners The Rocks, New South Wales, Australia, Australia View → LY Liangke Yi Liangke Yi Colleague at Apt Wealth Partners Hornsby, New South Wales, Australia, Australia View → BR Brett Rowe Brett Rowe Colleague at Apt Wealth Partners Eaglemont, Victoria, Australia, Australia View → AT Aimee Telford Aimee Telford Colleague at Apt Wealth Partners Melbourne, Victoria, Australia, Australia View → MD Melita Daff Melita Daff Colleague at Apt Wealth Partners Melbourne, Victoria, Australia, Australia View → LH Lisa Haley Lisa Haley Colleague at Apt Wealth Partners Greater Melbourne Area, Australia View → TB Tamara Bellucci Tamara Bellucci Colleague at Apt Wealth Partners Sydney, New South Wales, Australia, Australia View → JB Jessica Bray Jessica Bray Colleague at Apt Wealth Partners Drysdale, Victoria, Australia, Australia View → GJ Giselle Jeanine Dico Giselle Jeanine Dico Colleague at Apt Wealth Partners Cebu, Central Visayas, Philippines, Philippines View →
5 education records

Sean Moran education

Graduate Diploma, Financial Planning

Securities Institute Of Australia

Caia, Alternative Investments

Chartered Alternative Investment Analyst

Bachelor Of Commerce, Finance

University Of Southern Queensland

Investment Management Certificate, Investment Management

Chartered Institute For Securities & Investment
FAQ

Frequently asked questions about Sean Moran

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

What company does Sean Moran work for?

Sean Moran works for Apt Wealth Partners.

What is Sean Moran's role at Apt Wealth Partners?

Sean Moran is listed as Senior Financial Planner at Apt Wealth Partners at Apt Wealth Partners.

What is Sean Moran's email address?

AeroLeads has found 1 work email signal at @aptwealth.com.au for Sean Moran at Apt Wealth Partners.

Where is Sean Moran based?

Sean Moran is based in South Geelong, Victoria, Australia while working with Apt Wealth Partners.

What companies has Sean Moran worked for?

Sean Moran has worked for Apt Wealth Partners, Commonwealth Financial Planning, Macquarie Group, Mitsubishi Ufj Securities, and Bnp Paribas.

Who are Sean Moran's colleagues at Apt Wealth Partners?

Sean Moran's colleagues at Apt Wealth Partners include Andrew Dunbar Cfp®, Elizabeth Wise, Liangke Yi, Brett Rowe, and Aimee Telford.

How can I contact Sean Moran?

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

What schools did Sean Moran attend?

Sean Moran holds Graduate Diploma, Financial Planning from Securities Institute Of Australia.

What skills is Sean Moran known for?

Sean Moran is listed with skills including Equities, Fixed Income, Equity Derivatives, Bonds, Derivatives, Hedge Funds, Convertible Bonds, and Financial Markets.

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