Our Advisers have a broad range of responsibilities, including asset management, administration, asset protection, tax structuring, and intergenerational wealth transfer. In support of our clients, our role also involves a high level interaction with other professional advisers, in particular Accountants and Estate Planning Lawyers to ensure all relevant laws are considered in light of your wealth management objectives.
Executive Director & Principal Adviser
Greg is an Executive Director of APW Partners Pty Limited and Principal Adviser to clients with significant complexity in family and financial structures.
APW Partners dates its origins to 1989 in the Sydney office and 2006 in Melbourne, delivering tailored investment and wealth management solutions to private clients within a flexible strategic planning model. This model takes a comprehensive and (often a multi-generational) approach to planning and investment portfolio construction. It also establishes a process that enables families to integrate the contributions of their existing professional advisers including the disciplines of tax, estate planning, insurance, private enterprise and other important non-financial contributors such as philanthropy and life-style services.
Greg is an Accredited Investment Fiduciary AIF®, a Certified Financial Planner CFP® and member of the Financial Planning Association of Australia Limited (FPA). Greg is an accredited specialist in Self Managed Superannuation Funds (SSA) and a member of the Self Managed Super Fund Association, and holds academic qualifications in Economics, Financial Planning and Superannuation.
Greg has a comprehensive understanding of investment markets as well as the significant contributions of academia to portfolio construction and investment risk management, gained through APW Partners’ long term association with leading financial economists, in particular Prof Eugene Fama (Booth School of Business, University of Chicago – 2013 Nobel Laureate) and Prof Kenneth French (Tuck School of Finance, Dartmouth College).
Greg is a graduate of the CEG Worldwide Cultivating Advice Program, a specialist course developed in the US for firms structuring wealth management services to high and ultra high net worth individuals and families and has spoken at a number of conferences in both Australia and the US on the future of professional wealth management services.
Greg has been a member of the Asset Class Investors Group (now the Global Alliance of Independent Advisors) for the past 14 years, an international collective of independent wealth management businesses whose focus is primarily on research into the application of portfolio solutions and the ongoing challenge to develop world’s best wealth management practice.
Away from work, Greg is married to Melanie with three children, Elizabeth, Edward and Eleanor. Greg enjoys family time, keeping fit, reading, and is a passionate Collingwood supporter.
Executive Director & Principal Adviser
Jeff is an Executive Director and Principal Adviser of APW Partners and enjoys working with clients to help them manage and simplify their financial complexities.
Jeff holds academic qualifications in economics, accounting, tax law, superannuation and financial planning. He was recognised as one of the top 50 financial advisers in Australia by the prestigious AFR Master class for five consecutive years from 2002 – 2006 and is an accredited SMSF Specialist Adviser (SSA).
With a passion and fascination for the interplay of financial markets and government tax and retirement policies, Jeff has also written extensively for print media on financial matters and is an avid reader.
Jeff’s knowledge and expertise has been acquired over many years. His experience is particularly relevant to affluent families and individuals who seek comprehensive and structured wealth management advice that integrates with their lifestyle goals and objectives.
Jeff attained CFP status in 2000 and has been a member of CPA Australia and the Taxation Institute for over 25 years.
Jeff is married to Ann with two adult children. Jeff enjoys snow skiing in winter and maintaining fitness throughout the year.
Alistair is a Senior Adviser of APW Partners, having worked with individuals and families for the past 15 years.
Alistair holds academic qualifications with a Bachelor of Business, and a Diploma of Financial Planning. He has a comprehensive understanding of tax structures and his experience is particularly relevant for clients seeking professional advice in the areas of wealth accumulation and retirement planning.
Alistair is the Adviser to a select number of individuals and families, coordinating a broad range of wealth management responsibilities, including asset management, administration, asset protection, tax structuring, insurance and estate planning. Alistair’s role also requires an integrated working relationship with other specialist professionals, in particular tax accountants and estate planning specialists to ensure all relevant laws are considered in pursuit of the wealth management objectives.
Away from work, Alistair is married to Linda with twin daughters Ellisha and Sienna. Alistair is an avid sports fan, enjoys running, and is a diehard Richmond supporter.
Rebecca is dedicated to providing quality advice and management of her client's financial affairs so that they have more time to enjoy the things that they love. She is passionate helping clients achieve their financial goals and ensuring that they feel comfortable along the journey.
She began her career in the financial planning industry at the beginning of 2009 at a boutique financial planning firm and joined APW Partners in early 2011. She has a broad level of experience in strategic planning and financial management and skills in asset management and adminstration.
Rebecca has completed a Bachelor of Business, majoring in Financial Planning, and she is also a member of the Financial Planning Association and is currently completing her Certified Financial Planner Certification Designation (CFP).
Dermot has been part of the team here at APW Partners since July 2014 after moving from large institutional banking. Dermot has completed a Bachelor of Commerce, Post-Graduate studies in Advanced Financial Planning and is currently in his final year of a Master of Applied Finance at Monash University.
Dermot is an Associate Member of the Financial Planning Association of Australia and has commenced formal education towards his Certified Financial Planner Designation (CFP).
Dermot derives great satisfaction in seeing clients feeling secure about their financial future. He also enjoys fostering relationships with clients and working towards solutions to complex tasks that give him the opportunity to enhance his technical capabilities.
Outside of work, Dermot is a keen Golfer with a current Handicap of 2 at Huntingdale Golf Club.
Calvin has over 8 years experience in the financial services industry with a passion for providing quality advice and assisting clients to achieve their goals.
Prior to joining APW Partners, Calvin worked within the wealth management divisions of Baillieu Holst and Morgan Stanley, specialising in the development of strategic financial solutions.
Calvin has completed a Bachelor of Business in Economics and Finance, a Graduate Diploma of Applied Finance, and has completed the education component of the Certified Financial Planner Certification.
Away from work, Calvin is an avid reader and supporter of the Geelong Football Club.