Toby Simpson
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Toby Simpson Email & Phone Number

Senior Financial Adviser at Apt Wealth Partners
Location: Melbourne, Victoria, Australia 10 work roles 2 schools
1 work email found @swisslife.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@swisslife.com
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Current company
Apt Wealth Partners
Role
Senior Financial Adviser
Location
Melbourne, Victoria, Australia
Company size
39 employees

Who is Toby Simpson? Overview

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Quick answer

Toby Simpson is listed as Senior Financial Adviser at Apt Wealth Partners, a with 39 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at swisslife.com and a matched LinkedIn profile for Toby Simpson.

Toby Simpson previously worked as Business Owner and principle adviser at Paladin Virtue Advisory and Financial Advisor at Ballast. Toby Simpson studied at Marlborough College.

Company email context

Email format at Apt Wealth Partners

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{first}.{last}@swisslife.com
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AeroLeads found 1 current-domain work email signal for Toby Simpson. Compare company email patterns before reaching out.

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Profile bio

About Toby Simpson

My background combines leading and supporting businesses and teams to deliver on their strategy with expertise in insurance and investment that is aligned to relevant and meaningful financial outcomes.Inherent in my approach is a deep understanding of the financial challenges individuals and families have in life. I thrive on fostering a relationship based on integrity and trust. I am in the business of making sure clients are empowered and feel confident to take responsibility for their own financial destiny.

Listed skills include Investments, Banking, Bancassurance, Wealth Management, and 23 others.

Current workplace

Toby Simpson's current company

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Apt Wealth Partners
Apt Wealth Partners
Senior Financial Adviser
australia
Website
aptwealth.com.au
Employees
39
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Company profile
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10 roles

Toby Simpson work experience

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

Senior Financial Adviser

Current
Apt Wealth Partners

Australia

Toby Simpson is an experienced financial planner with deep expertise in all matters related to UK expat finances. Originally from and starting his career in the UK, Toby also has experience working in Australia, Africa, the Middle East, and Asia, giving him a first-hand understanding of the challenges faced by expats.He has over 25 years of international financial services experience and has spent the last six years advising individuals and families. Now based in Melbourne, Victoria, Toby is passionate about helping expats navigate complex cross-border scenarios, developing robust strategies to ensure they can live their best lives, wherever life takes them.

Apr 2023 - Present

Business Owner And Principle Adviser

Paladin Virtue Advisory

Melbourne, Australia

Financial Advice

Nov 2018 - Sep 2023

Financial Advisor

Ballast

Melbourne, Australia

Nov 2017 - Nov 2018

Director, Sales And Distribution

Transamerica Life Bermuda Ltd

Singapore

Jul 2012 - Sep 2014

Vice President

Prudential Assurance Company Singapore

Singapore

Responsible for successful delivery of investment product proposition to market across all distribution channels in Singapore.

Jul 2011 - Aug 2012

Regional Bancassurance Manager

Zurich Financial Services

Responsible for all the international bank relationships Zurich Financial Services has in Asia.

Jul 2009 - Mar 2010

Global Account Manager

Zurich International Life Limited

Responsible for some of the international bank relationships globally for ZILL

Jun 2006 - Jun 2009

Wealth Manager

Cambrian Advisory Services

Responsible for enabling private clients to plan for their financial future.

May 2001 - Jun 2006
Team & coworkers

Colleagues at Apt Wealth Partners

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

MD Matthew Dunbar Cfp® Matthew Dunbar Cfp® Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia View → MB Mark Bardzinski Mark Bardzinski Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia View → JV John Versace Cfp® John Versace Cfp® Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia View → AD Andrew Dunbar Cfp® Andrew Dunbar Cfp® Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia View → JB Jessica Bray Jessica Bray Colleague at Apt Wealth PartnersDrysdale, Victoria, Australia View → TT Tammy Tan Tammy Tan Colleague at Apt Wealth PartnersGreater Sydney Area, Australia View → BR Brett Rowe Brett Rowe Colleague at Apt Wealth PartnersEaglemont, Victoria, Australia View → AT Aimee Telford Aimee Telford Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia View → JA Jakob Ayres Jakob Ayres Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia View → DO David O’Brien Cfp® David O’Brien Cfp® Colleague at Apt Wealth PartnersGreater Sydney Area, Australia View →
2 education records

Toby Simpson education

Education record

Marlborough College
FAQ

Frequently asked questions about Toby Simpson

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

What company does Toby Simpson work for?

Toby Simpson works for Apt Wealth Partners.

What is Toby Simpson's role at Apt Wealth Partners?

Toby Simpson is listed as Senior Financial Adviser at Apt Wealth Partners.

What is Toby Simpson's email address?

AeroLeads has found 1 work email signal at @swisslife.com for Toby Simpson at Apt Wealth Partners.

Where is Toby Simpson based?

Toby Simpson is based in Melbourne, Victoria, Australia while working with Apt Wealth Partners.

What companies has Toby Simpson worked for?

Toby Simpson has worked for Apt Wealth Partners, Paladin Virtue Advisory, Ballast, Friends Provident International, and Transamerica Life Bermuda Ltd.

Who are Toby Simpson's colleagues at Apt Wealth Partners?

Toby Simpson's colleagues at Apt Wealth Partners include Matthew Dunbar Cfp®, Mark Bardzinski, John Versace Cfp®, Andrew Dunbar Cfp®, and Jessica Bray.

How can I contact Toby Simpson?

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

What schools did Toby Simpson attend?

Toby Simpson studied at Marlborough College.

What skills is Toby Simpson known for?

Toby Simpson is listed with skills including Investments, Banking, Bancassurance, Wealth Management, Life Insurance, Insurance, Strategic Financial Planning, and Sales Management.

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