Andrew Dunbar CFP®
About Me
I am a Director and Senior Financial Planner at Apt Wealth Partners. I was awarded the 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year and have received several awards in the financial services industry for professionalism and commitment to clients. I have ranked Top 3 in the Barron's Top Adviser Awards for 2021, 2022, 2023. I hold a Bachelor of Commerce, Bachelor of Economics, Advanced Diploma of Financial Planning and am a CERTIFIED FINANCIAL PLANNER® with the Financial Advice Association of Australia. I love what I do and it is really about helping people to ensure they "live for today and plan for tomorrow". Apt has a goals based approach and our detailed process and expertise aim to give people he peace of mind to enjoy life in the knowledge they are financially secure. On a personal level, I enjoy spending time with my family and beautiful kids Jack, Charlotte and Chloe, keeping fit, travelling, and following the Carlton Football Club.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 19 Years
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Licensed By Apt Wealth Partners Pty Ltd