Andrew Dunbar

Apt Wealth Partners

Platinum

19 Yrs Experience

Melbourne, VIC 3000

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Andrew Dunbar is a Director of Apt Wealth Partners who has over 15 years' experience in Financial Planning. Andrew was awarded the 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year and has received several awards in the financial services industry for his professionalism and commitment to clients.

He is highly qualified with degrees in both Commerce and Economics from Monash University. He holds the Advanced Diploma of Financial Planning and the Certified Financial Planner® professional status with the Financial Planning Association of Australia (FPA).

Andrew is passionate about helping people. The aim at Apt is to help people "Live for today while planning for tomorrow".

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2019

Andrew has helped me make good financial decisions in retirement and I am thankful for his trusted advice.

5.00 July 2019

Andrew has helped me navigate the retirement journey and though his advice, I have the confidence to live the lifestyle I desire. I would recommend Andrew to my friends.

5.00 August 2017

Retiring is a daunting event. Andrew has helped me to focus on what's important to me and live the live I want to. He helps me make good financial decisions and tries to make it possible for me to achieve the things I want. I wouldn't be enjoying my retirement years as much without Andrew's help, that's for sure. I have sent my family and friends to see Andrew, which they have all thanked me for.

5.00 August 2017

I leave everything to Andrew and his team. I have complete faith and trust in him and having him manage my finances gives me the peace of mind to get on with all the things i want to do. I am well on the way to ticking off my bucket list, thanks to Andrew.

5.00 May 2017

Andrew and the team at Apt Wealth Partners have helped me manage my Self Managed Super Fund for many years as I prepare for retirement. I'm confident that I am in a position to do all the things I wanted to. I wouldn't hesitate to recommend Andrew to others.

Adviser status Platinum
Rating 5.00
Number of reviews 15
First year providing advice 2005
Years of experience 19
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Apt Wealth Partners

Level 8, 360 Collins St
Melbourne, VIC 3000

9:00am – 5:00pm Monday – Friday

Apt Wealth Partners

AFSL 436121

Andrew Dunbar

Apt Wealth Partners

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Apt Wealth Partners

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