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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

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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