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Established in 1992, privately owned and not associated with any bank, insurance company or investment fund manager.

 


 

Management

Paul Gerrard, Director and Financial Planner APT Strategy is managed by its sole Director, Paul Gerrard, whose financial planning experience began in 1986. He was a founding director of APT Strategy and has managed the Company for over a decade. He holds:
  • a Bachelor of Economics (Flinders University)
  • a Master of Business Administration (University of Adelaide)
  • a Diploma of Financial Advising (Securities Institute of Australia)
  • a Company Directors Course Diploma (Australian Institute of Company Directors)
and he is
  • a Certified Financial Planner, and
  • a Fellow of the Australian Institute of Company Directors
  • a Fellow of FINSIA