Investment Operations Administrator
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 ensure the smooth running of the Practice by supporting all areas of client and investment administration, supporting the Financial Planner team and contributing to building client relationships. 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