Apt Wealth Partners named FPA Professional Practice of the Year 2021

Apt Wealth Partners is proud to announce it has been named Financial Planning Association (FPA) Professional Practice of the Year at the 2021 FPA Awards. 

Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia.  

The awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding results for clients and give back to the community. 

Apt was named the winner of the Professional Practice of the Year based on the judging criteria of living the ‘client first’ principle, upholding the highest professional and ethical standards, and positively contributing to the profession.

James McGregor, Managing Director at Apt Wealth Partners, said that he was incredibly proud of the entire Apt team.

“Our success is a testament to the entire team’s commitment to living ‘client first’ principles that align so well with our values. Being named FPA Professional Practice of the Year is a great recognition of the hard work and dedication of our team and is further proof that we are making a difference for our clients, the profession and our community,” he added. 

For more information on Apt Wealth’s highly-recognised financial planning services or to find out more about working with Apt Wealth Partners, visit www.aptwealth.com.au, follow us on Facebook, or connect with us on LinkedIn. 

About Apt Wealth Partners 

Apt Wealth Partners is a national financial advisory firm with offices in Sydney, Melbourne and Geelong. With over 30 years’ experience, Apt Wealth Partners manages over $2 billion in client funds and offers a range of services, including Superannuation and Investment, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care and Home Loans.