Aperio Financial Services Pty Ltd

With expert and professional advice Aperio has helped our family get into our first home. Our consultation with Marcus has provided strategies to expand our portfolio beyond what we thought was possible. His guidance in financial planning, wealth management and retirement planning are priceless.

We have recently have used Aperio financial services and Serhan Aslan has been an absolute gentleman to deal with. He definitely is an asset to your organisation and with no hesitation will recommend your services to friends and colleagues.

Alex and Marcus are just fantastic. They are professional and reliable and provide practical advice that is easy to understand, with strategies that really make a difference. It's great to be working with such a trusted team.

I’ve been seeing Marcus from Aperio for over 10 years and every meeting is a breeze.He makes it very easy to understand the ins and outs of financial planning and always takes time out of his day when needed.Highly recommended.

Retirement planning has always been difficult for me to understand. However - with Serhan’s very welcoming and professional nature, who clearly works with integrity to provide his clients with sound financial advice I had received the right guidance. Serhan’s up to date expertise in the financial sector creates a trust that is rare to find.I highly recommend Serhan Aslan and the team at Aperio for any financial services and advise.

I have been a client of Aperio for quite some time now and I regularly deal with Marcus for most of my financial needs; I have to say that I have never had an issue with Marcus (or anyone else from the Aperio team for that matter). Marcus has always been responsive, timely, professional, trustworthy and diligent.I often refer my friends, family and work colleagues to Aperio for the broad range of services that they offer whether it be for financial planning/wealth creation, mortgage brokerage, insurances, SMSF setup and management or annual financial affair management.

Terrible customer service, terrible communication - steer clear!I was looking for a financial services company to help me with my personal and business finances. I had a chat with Marcus on the phone who sounded very professional and arranged to meet him after hours on a Thursday. I was stood up that Thursday and never got a call the next week from Marcus or Aperio. I called and Marcus claimed to both text and email me to cancel, although I received neither. He did not call to confirm either.I thought I would give them another chance and the benefit of the doubt though as their website looked good and he sounded professional on the phone. I met with Marcus who again came across very professional and I made it clear I was interested in becoming a regular paying client (and pay a monthly fee for his services). To get started I sent them my finances for my company so I could get my tax returns. Marcus promised me they would get on to them the next week and we would go from there.In total it took over 2 months to have my returns done. Most of my emails were ignored by Marcus and his colleague Mahen. In fact the few responses I did get from Mahen were short and quite rude. When I called the office to try and get hold of Marcus and find out what was happening, he never accepted my calls, nor did the other manager get back to me when I called to try and find out why I was being treated as such a low priority.I constantly made a big effort with these guys and constantly got made to feel incredibly unimportant. When they finally did lodge my returns they got a lot of my details wrong and did not call once to go through them with me.Thoroughly dissatisfied.

We have been clients of Aperio for almost 10 years now, primarily being looked after by Marcus Celepci. We have always been given the very best financial advice and highly recommend Aperio’s services! We wouldn’t have achieved our financial goals to date without Marcus, that’s for sure.

Jim, Marcus & Alex & the staff at Aperio have provided unbelievable financial services to both me, my family and to a number of people I have referred them to. They have great expertise in property, insurance & self managed superannuation funds

I have been using Alex as my financial adviser for more than a decade now. Alex has a wealth of knowledge and his advise and support over the years have proven to be extremely helpful and valuable. I have also consulted with Marcus many times in regards to insurance related matters and he has always assisted me in a proffessional and timely manner.I would highly reccomend Alex and Aperio to anyone seeking financial services or wealth creation. Thank you very much Alex for your exceptional service and support!