Apt Wealth Partners Announces CEO Transition as Part of Long-Term Succession Plan

Apt Wealth Partners, a leading financial advice firm managing $3.4b FUM, with a proud history of client-first service, today announced a planned leadership transition that underscores its commitment to long-term stability and sustainable growth.

Planned for some time, James McGregor will transition from his role as Chief Executive Officer to Executive Chairman of Apt Wealth Partners , where he will focus on mergers and acquisitions, governance, and investment management.

Succeeding him as CEO is Andrew Dunbar, who brings more than two decades of professional experience and a proven record of driving strategy, culture and client outcomes.

"This transition reflects a deliberate, long-term succession plan designed to ensure continuity for our clients and our people, while positioning the firm for the opportunities ahead," said James McGregor. "Our vision remains unchanged: delivering exceptional advice and outcomes for generations to come."

Andrew Dunbar added: "I'm honoured to lead a team so deeply committed to making a difference in our clients' lives. Together, we'll continue to build on our strong cultural foundations, while driving innovation and growth across the firm."

The leadership change reinforces Apt Wealth Partners' position into a multi-generational business, strengthening its reputation as a trusted partner in an increasingly complex financial landscape.

About Apt Wealth Partners

Apt Wealth Partners is an award-winning Australian financial advice firm dedicated to helping clients plan, protect and grow their wealth so they can live their best lives. With offices in Sydney, Melbourne, Geelong and the Northern Beaches, Apt Wealth Partners delivers personalised, transparent and values-based advice to individuals, families and business owners across Australia.

Media Contact
Andrew Dunbar 
CEO
Apt Wealth Partners 
03 8779 5254
www.aptwealth.com.au