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

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.

Sheree joined APW Partners in 2021 as Office Manager, bringing a wealth of experience from both the finance and advertising sectors. Sheree has developed a comprehensive understanding of business operations and client service. In her role at APW Partners, she is responsible for ensuring that the client experience is exceptional from beginning to end and that all office functions run smoothly. Sheree’s leadership and operational expertise play a crucial role in supporting both clients and the broader APW team.

Outside of work you’ll usually find Sheree in the yoga studio, and with her family and friends.

Catherine has extensive experience in financial services since 2006, including roles in client services, paraplanning and stockbroking (Baillieu Holst and Ord Minnett).  She has also worked in systems testing and quality assurance for IBM, NAB and IOOF.

Her qualifications include a Graduate Diploma of Financial Planning, a Bachelor of Business Systems and she is an Accredited Behavioural Finance Professional.

Outside of work, Catherine enjoys travelling, walking, dining out and composing music.  She has a Diploma in Film Music composition and has received a Grammy nomination for her compositions.

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 Haintz AM is a highly respected financial advice professional, industry leader, and consultant with more than 30 years’ experience in financial planning, governance, and business transformation. He is a former Director of the Financial Planning Association of Australia (FPA), where he played a key role in advancing professionalism across the advice industry.

Eva joined APW Partners in April 2026, bringing over three years of experience in the financial planning sector. She leverages her background in financial analysis and client engagement to provide thoughtful, reliable support to advisers and ensure a consistently high‑quality experience for clients.

Eva holds a Bachelor of Commerce (Finance and Economics) from the University of Melbourne. She is currently completing a Graduate Diploma in Financial Planning, as well as a Master of Applied Science in Computer Science, reflecting her commitment to continuous learning and professional growth.

Beyond her professional pursuits, she enjoys exploring new restaurants and discovering emerging food spots around Melbourne.

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.

Graham has more than 21 years’ experience in senior executive and investment roles with global fund manager Dimensional Fund Advisors. His roles have included responsibility for portfolio management teams based in the US, UK, Asia and Australia that managed assets in excess of $150 billion. In recent years Graham has been working with several of Australia’s leading financial advice firms in non-executive investment and consulting roles.

Robert joined APW Partners Group in 2024 as Chief Operating Officer, where he leads strategy, staff, and systems to ensure the delivery of exceptional financial advice and service to clients. With over 30 years of experience in financial services, Robert brings deep expertise and leadership to his role.

Prior to joining APW, Robert served as Managing Director and Head of Project Finance Australasia at MUFG Bank Ltd, one of Japan’s premier financial institutions. His career reflects a strong foundation in economics, finance, and strategic management.

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

Renato is a Certified Financial Planner (CFP®) with more than a decade of experience in financial advice. At APW Partners, he works closely with clients to design tailored strategies that help them achieve their financial and lifestyle goals.

Renato holds a Master of Financial Planning and a Bachelor of Economics and Commerce. His commitment to professional excellence was recognised in 2021 when he received the prestigious Gwen Fletcher Memorial Award from the Financial Advice Association Australia (FAAA).

Outside of work, Renato is passionate about public speaking and has achieved Competent Communicator status with Toastmasters International. He speaks Portuguese and Spanish fluently and is currently learning Italian. Renato also enjoys endurance sports, including running, cycling, and swimming, which reflect his dedication to discipline and resilience in both his personal and professional life.

Rebecca joined the APW team in September 2024, bringing with her over 20 years’ experience within the financial services and investment banking sector.

With a strong background in operations, client relationship management and service delivery, Rebecca works closely with APW advisers, associates, and internal stakeholders, and is primarily responsible for managing and coordinating the Client Services Team. Her reliability, professionalism, and calm & organised style, plays a key role in upholding service standards and contributing to smooth, well‑managed client experiences.

Outside of work, Rebecca spends her time exploring new places, enjoying long coastal walks, trying new restaurants, reading, and enjoying quality time with her family.

Calvin is a seasoned financial services professional with over a decade of experience, having entered the industry during the Global Financial Crisis in 2007. With a deep commitment to helping clients achieve their financial goals, Calvin is known for delivering quality advice, uncovering opportunities, and focusing on what truly matters.

He holds a Bachelor of Business in Economics and Finance, a Graduate Diploma of Applied Finance, and is both a Certified Financial Planner (CFP®) and an accredited SMSF Specialist Adviser. His expertise spans strategic financial planning, investment advice, and superannuation, with a particular passion for empowering clients through informed decision-making.

Outside of work, Calvin is an avid reader, whisky collector, and proudly supports the Geelong Football Club.

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.

Outside of work, Elly enjoys spending time with family and friends.

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 holds a Bachelor of Finance and is now undertaking his Graduate Diploma in Financial Planning. He 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.

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.

David cherishes spending quality time with his family and enjoys embarking on new adventures together.

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.

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 have 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 35 years.

Jeff is married with two adult children and enjoys maintaining fitness throughout the year.