Capital Partners Private Wealth Advisers
Financial Services - WEST PERTH, WAU, AU
Capital Partners Private Wealth Advisers Employees
Capital Partners Private Wealth Advisers Senior Management
Capital Partners Private Wealth Advisers Details
17th in WRK+ Best Places to Work in Australia for under 100 employees. Join our team. You-focused wealth management. Back when we started out in 1999, most financial advice came from large institutions pushing their own products.Sadly, not much has changed. We set out from day one to do things differently.As a privately-owned business with the freedom to explore a world of investments and opportunities for our clients, we created a new wealth-with-purpose philosophy and new fee-based, evidence-based approach – a fiduciary approach, with no investment commissions or compromises. Today, our intergenerational practice is a proud member of the Global Association of Independent Advisors™ (GAIA)*, an esteemed international network of like-minded advisory firms that sets the fiduciary excellence benchmark.In other words, we put our clients' interests first, and have the rare CEFEX certification to prove it, with no less than four CEFEX Accredited Investment Fiduciaries (not just the requisite one). But you don't have to take the word of independent auditors for our honourable intentions and actions. Meet our highly qualified and equally likeable team and experience the difference first-hand. *Despite our membership with GAIA, Capital Partners does not claim to be independent under section 923 of the Corporations Act. © 2021 Capital Partners Consulting Pty Ltd | ABN 27 086 670 788 | AFSL 227148
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