Who We Are

Professionals in a client meeting.

Aptium combines the idea of ‘apt’ advice (appropriate or suitable in the circumstances) with ‘optimum’ advice – that is the best, most favourable, most advantageous and most appropriate for your circumstance.

Our advisers pool ideas amongst our national network and further afield with knowledge derived from relationships at Stanford University in the United States.

We develop industry leading strategies, tailored for each individual client and then provide pro-active, ongoing advice as part of a long-term relationship.

Aptium Financial Services prides itself on tailored, transparent and pro-active advice which is easily understood. We will help you:

  • Work out exactly where you are financially
  • Provide clarify to your financial goals and aspirations
  • Help you choose the right investments to match your financial goals
  • Develop and review the best solutions to help you achieve your desired outcomes

Research Partners

ThreeSixty logo

ThreeSixty Research offers a broad range of investment and insurance research and investment portfolio services. They are a large and well-resourced research team which we leverage via our licensee, Apogee Financial Planning.

ThreeSixty Research is part of MLC's Advice Services team which is a division of GWM Adviser Services Limited (a member of the National Australia Group of companies). Backed by the resources of a large institution, a major priority of ThreeSixty Research is to provide insightful and objective research to its adviser network, which includes salaried and self-employed adviser channels.

JANA logo

As one of Australia’s leading investment consultants, JANA currently advises around 100 institutional clients, including corporate, industry and public sector superannuation funds as well as charities, insurers, foundations and endowment funds. Total assets under advice as at 30 June 2016 are approximately $350 billion. This makes JANA the largest implemented consulting business in Australia.

LonSec logo

For more than 20 years, Lonsec has empowered financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships. While the services offered have evolved over time, uncompromising quality and client focus remain paramount.

Lonsec Research provides in-depth, investigative investment research across a broad range of listed and unlisted investments. Our expert team of experienced investment analysts and consultants provides insight and analysis, practical asset allocation and portfolio construction advice.

Morningstar logo

Morningstar Australasia has operated in Australia and New Zealand since 1999 offering comprehensive data and objective information about more than 12,000 managed funds and 2,000 stocks available to individual investors in Australia and New Zealand, including proprietary Morningstar analyst research on 250 individual stocks and 300 investment strategies distributed through 4,000 individual funds. Independent editorial content produced by Morningstar analysts and journalists based in Sydney and around the world is also offered.