The Financial Planning Association of Australia The Financial Planning Association of Australia

Matthew Dunbar, CFP®


Name Matthew Dunbar CFP®
Company Apt Wealth Partners Pty Ltd
Address Suite 1 Level 8
360 Collins Street
Melbourne, VIC 3000
Phone 03 8779 5254
Website www.aptwealth.com.au

I am a Senior Financial Planner at Apt Wealth Partners. I hold a Bachelor of Commerce (Accounting, Finance & Financial Planning) and an Advanced Diploma of Financial Planning. I am a Certified Financial Planner™ with the Financial Planning Association of Australia.

Our aim at Apt Wealth Partners is to always put our client’s best interests first and ensure they achieve "Lifestyle and Financial Success". I have a goals-based approach and I am passionate about working with my clients to determine and achieve their life objectives.

My services include:
- Investment advice
- Cash flow and budgeting strategies
- Ongoing portfolio administration and review
- Retirement planning
- Superannuation strategies
- Salary packaging
- Stockbroking
- Centrelink strategies
- Estate planning
- Insurance planning

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