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Michelle Tate-Lovery, CFP®


Name Michelle Tate-LoveryCFP®
Company Apt Wealth Partners Pty Ltd
Address Level 8
360 Collins Street
Melbourne, VIC 3000
Phone 03 8779 5254
Website http://www.aptwealth.com.au

Michelle is a Senior Financial Adviser at Apt Wealth Partners.

Michelle has been awarded the:-

• Money Management and Super Review Inaugural Mentor of the Year Award 2013
• Money Management Financial Planner of the Year Award
• FPA 2012 Best Practice Award State Winner CFP Professional Category
• FPA 2012 Best Practice National Winner CFP Professional Category

Michelle was also a finalist for Woman of the Year - Money Management and Super Review 2013, top 6 Finalist of the AFA Adviser of the Year Award 2012 and a top 6 Finalist of the inaugural AFA Female Excellence in Advice Award 2011.

Since 1989, Michelle has enjoyed showing her clients what's really possible. A great part of this time has been spent specialising in the health industry.

Michelle established her own business in 1994 to practice financial planning on a fee for service basis, focusing on strategic and comprehensive advice around:

- Aged care
- Business
- Defined superannuation
- Divorce
- Estate and intergenerational financial planning
- Financial advice for widows
- Personal and business insurance advice
- Investment advice
- Planning for retirement
- Salary packaging
- Self funded retirees
- Small business financial advice
- Superannuation
- Wealth accumulation

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