At the end of the day, we are only as extraordinary as our people.

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 2006, 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 plann ing 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 known as ‘GAIA’) for the past 14 years, an international collective of 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.

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.

Calvin has over a decade experience in the financial services sector,  joining the industry during the advent of the Global Financial Crisis in late 2007. Over time, he has developed a strong passion for assisting clients to achieve their goals by providing quality advice, identifying opportunities, and focusing on the things that matter.

Prior to joining APW Partners, Calvin worked within the wealth management divisions of Baillieu Holst and Morgan Stanley, specialising in the development of holistic strategic financial solutions.

Calvin has completed a Bachelor of Business in Economics and Finance, a Graduate Diploma of Applied Finance, and is a Certified Financial Planner and an accredited SMSF Specialist Adviser.

Away from work, Calvin attempts to keep fit with the weekly futsal competition, is an avid reader, and lives vicariously through the Geelong Football Club.

David joined our Client Services team in 2019 and has recently advanced to the role of Associate Adviser in our Advice Team. Driven by a genuine passion for helping people maximise their potential, David has consistently demonstrated this commitment throughout his journey at APW Partners, from his initial Client Services role to his current position.

David holds a Bachelor of Finance with a major in Financial Planning. Outside of work, he is an avid reader, movie buff, and gamer. Recently, David and his wife Aimee welcomed their daughter into the world. He cherishes spending quality time with his family, including their puppy Mia, and enjoys embarking on new adventures together.

Daniel has been a dedicated professional in the financial services industry since 2011, with a deep passion for helping clients achieve their goals and ensuring their long-term financial peace of mind. His extensive experience spans various wealth management practices, including work with large, mid-tier, and boutique firms, as well as the superannuation sector.

Before joining APW Partners, Daniel specialized in providing personal advice on retirement planning, superannuation, and estate planning strategies. He is a Certified Financial Planner and holds both a Bachelor of Commerce and a Bachelor of Engineering.

Outside of work, Daniel is married to Tabby and enjoys traveling, playing sports, and cheering passionately for the Carlton FC.

Kia joined our team as an Associate Adviser in July 2024, bringing over a decade of experience in the financial services and accounting industry. She finds great fulfillment in guiding clients through their financial journeys and witnessing the positive impact of thoughtful planning.

Kia holds a Bachelor of Commerce with majors in Accounting, Finance, and Financial Planning, as well as a Certificate IV in Finance and Mortgage Broking. Outside of work, she is a passionate foodie who loves discovering new and unique restaurants and is a dedicated supporter of the Carlton FC.

Amaya joined the APW team in 2022 as a key member of our Client Services team, bringing with her over 15 years of experience in the financial services and banking sectors. In her role, she leverages her extensive industry knowledge to provide exceptional service and help clients gain clarity and control over their financial situations, finding deep satisfaction in contributing to their financial well-being.

Amaya holds a Bachelor of Commerce with majors in Accounting and Management. Outside of work, she delights in outdoor activities, exploring new places, swimming, and enjoying beach outings with her family.

Elly first joined APW Partners in 2012 as a casual receptionist while completing her Bachelor of Science. Her career took an inspiring turn when she discovered her ability to make a meaningful impact on clients’ lives, leading her to become a permanent member of the Client Services Team.
After seven years at APW Partners, Elly broadened her experience by working in operations and consulting. Following the birth of her daughter, she was eager to return to APW Partners and reconnect with clients.

Elly, her husband Joe, and their daughter Sophie live in Geelong, where they enjoy exploring local cafes and occasionally rowing together.

Originally from Brisbane, Ethan joined APW Partners in August 2024, bringing over three years of experience from a mid-tier accounting and professional services firm. In his role with the Client Services team, he applies his industry knowledge to provide exceptional support to both clients and advisers.

Ethan is currently in his final semester of a Bachelor of Finance and is dedicated to advancing his career at APW Partners, with a long-term goal of transitioning into an adviser role.

Outside of work, Ethan is an enthusiastic Rugby Union and Queensland Reds supporter, having played the sport since he was five. He also closely follows Cricket and Rugby League. In his free time, Ethan enjoys reading, swimming, and spending quality moments with his partner, Isobel.

Robert joined APW Partners Group in 2024 as the Operations Manager, where he oversees strategy, staff, and systems to ensure the team delivers exceptional financial advice and service to clients. With over 30 years of experience in financial services, Robert brings extensive expertise to his role. Before joining us, he served as Managing Director and Head of Project Finance Australasia at MUFG Bank Ltd, one of Japan’s premier financial institutions.

Recently, Robert shifted his focus to financial planning, having earned his Graduate Diploma of Financial Planning. He also holds a Bachelor of Economics, a Master of Business Administration, and a Master of Applied Finance.

Outside of work, Robert values time with his wife Margaret and their four adult children. He is passionate about marathon running, supports the Richmond Football Club, enjoys playing cricket, appreciates music, and loves traveling.

Sheree joined our team in November 2021 as our Office Manager, having started her career in the finance industry 35 years ago, and coming full circle after spending 20 years in between in advertising. Sheree’s natural energy, positivity and personable nature is a big asset to APW; she ensures that the APW client experience is exceptional from beginning to end and that everything is running smoothly in the back office.

Outside of work you’ll usually find Sheree in the yoga studio, and with her family and friends. On the weekends she enjoys working on her beautiful garden or at the footy, desperately hoping to tick off a ‘bucket list’ item –  watching the Bombers win another flag!

Steve is the Principal of Principia Investment Consultants and provides Investment Consulting to APW Partners.

Steve provides his expertise and experience in areas such as policymaking, planning, asset allocation, implementation and the evaluation of investment strategies and investment managers.

For nearly two decades, he played a key role in helping grow the Australian arm of global asset manager Dimensional Fund Advisors. During his career he managed Australian and global equity portfolios, managed the Asia Pacific trading team, and oversaw the introduction of direct market access trading. For the last 10 years at Dimensional he specialized in managing the firm’s fixed interest and credit strategies.

Before joining Dimensional in 2001, Steve was on the faculty of the University of New South Wales. His teaching and research interests were in optical fiber technology and quantitative finance.

Steve received his PhD in Applied Mathematics from the Australian National University. He also holds a BSc in Mathematics and Physics, a BA with majors in History and Politics, and holds a Masters of Applied Finance (MAppFin). As well, he has a Graduate Diploma in Business Administration.

David is a Certified Financial Planner (CFP) and a past Director of the Financial Planning Association of Australia (FPA), in which time he was instrumental in the push for higher standards of professionalism and education for the industry.  David has had a 28 year career with his own firm, and subsequently became a founding Director of Shadforth Financial Group which listed on the ASX and was taken over in 2014 for $670m.

David was the sixth adviser in Australia to be awarded a Fellow of the FPA, and served on the FPA Disciplinary Committee for seven years, the FPA Professionalism Committee for six years, and was a National Judge at the FPA’s inaugural Value of Advice Awards. He is a founding trustee of the Future2 Foundation, and lectured at the FINSIA for six years, and was a member of international Financial Planning Standards Board – Developing Markets Practice Management Working Group.

David was also recognised via two very prominent industry awards – Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).

David has presented at international conventions such as the UK Institute of Financial Planning, and the South African Institute of Financial Planning conferences; in 2017 had consulting engagements in 18 countries including diverse locations such as UAE, Germany, India, and Norway.

Having departed Shadforth in 2015, David established Global Adviser Alpha – a B2B consultancy with a passion for helping leading global advice businesses become world class and achieve outstanding result for all stakeholders, most importantly each and every client.

In 2017, David launched a book titled The Life-First Advisor – How the new financial coach connects ‘money’ with ‘meaning’.