Andrew Dunbar

Located in Melbourne

Works at Apt Wealth Partners

Location

Company name

Year's Experience

Melbourne

Apt Wealth Partners

18

on Apt Wealth Partners's website

About

Andrew Dunbar is an experienced, award-winning financial planner with a passion for helping people live their best lives.

He was named the FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year in 2019, a testament to his client-first approach, professionalism, and commitment to delivering results. Andrew is a Director at Apt Wealth Partners, the 2021 FPA Professional Practice of the Year.

He is known amongst Apt clients for his personalised approach to financial planning that balances life and financial priorities to ensure his clients can live for today while planning for tomorrow.

He is highly experienced with over 18 years in the industry and degrees in Commerce and Economics from Monash University. He also holds the Advanced Diploma of Financial Planning and the Certified Financial Planner® professional status with the Financial Planning Association of Australia (FPA).

Outside of work, he is a father to three young children Jack, Charlotte and Chloe, and has a passion for health, fitness and supporting the community. Amongst his many contributions, Andrew is on the board of the Longitude Foundation and contributes his time to the Cancer Council’s Pro Bono Program, helping cancer patients and their families navigate finances.

Services

– Retirement Planning
– Wealth Creation
– Superannuation
– SMSFs
– Estate Planning

Key information

Highest qualification 

CFP®, AdvDipFP, BCom, BEc, GAICD

Industry membership

FPA

Indicative Fees

Limited Advice

Contact Andrew

Comprehensive Advice

Contact Andrew

Details

Contact us for more information: https://aptwealth.com.au/contact-us/

Location

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Andrew is committed to helping you reach your financial goals