APTIUM ASSIST - Profile, contacts and insights

APTIUM ASSIST

Who is APTIUM ASSIST?

We partner with financial advisers to deliver administration, paraplanning and business consulting solutions with a simple philosophy: our back-office, is your back-office. Workflow is critical in getting advice to more people, and with our unique heritage we know all about it. Originally an in-ho...See more

Industry & Specialities

Banking Financial Services & Insurance (BFSI)

Others in Banking Financial Services & Insurance (BSFI)

Countries of Operation

Vietnam Australia

Headquarters:

Australia

Company Type:

SME

Company size:

11-50 Employees

Year Founded:

2017 (9 years)

Address:

3 SPRING ST; SYDNEY, NEW SOUTH WALES 2000, AU

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Employees by Department

Operations (5)
The Rest (4)
Total (9)

Key Decision Makers

Jerry Kalogeropoulos

Managing Partner

Tu Huynh

Senior Paraplanner

Phuong Dieu Nguyen

Financial Advisor Assistant

Viet Pham Quoc

Junior Paraplanner

Insight

Signals

At a glance

Operates in multiple countries

* This information is provided to the best of our research ability and we make no warranties for any inaccuracies or omissions.

Employees by Seniority

C-level

1employees

Senior

4employees

Non-managers

10employees

Financials

LOW

spending power

Funding Status

Private

Associated Legal Entities

0 entities

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Frequently Asked Questions (FAQ)

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