We are an independent practice. This allows us access to a wide range of solutions which enable us to find the most appropriate solution for you.

Our people have been carefully selected and are experienced across a range of personal and business finance disciplines.

Our specialised skills give us the ability to tailor financial plans for each individual's specific needs. We are licensed with the Financial Services Board; license number 52487, giving you the peace of mind that you are dealing with a reputable organisation.

Apex Private Wealth

Lynn Psaros

This department provides financial advisory services and management of client wealth to help individuals and organizations optimize their financial health.

Apex Private Wealth

Org chart

Teams

Wealth Management

Offices

Apex Private Wealth

Org chart

Teams

Wealth Management

Offices

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