Sean Moran profile photo

Sean Moran

Apt Wealth Partners

Gold
9 Yrs Experience
Geelong, VIC 3220

I am a Senior Financial Planner with Apt Wealth Partners (AFSL no. 436121) as well as a Financial Planner AFP® with the Financial Planning Association of Australia.  My education consists of a Bachelor of Commerce majoring in Finance as well as a Diploma of Financial Planning and Graduate Diploma of Financial Planning.  I've worked in financial services for over 20 years including time in London and Hong Kong.  I enjoy getting to know clients and finding out what they want to achieve with their lifestyle and finances and providing personalised holistic financial advice to help them reach their goals.

Outside of work I keep busy looking after my young family and am a keen trail and road runner in my spare time.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Apt Wealth Partners

24 Moorabool Street
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Apt Wealth Partners

AFSL 436121