Capital Partners Private Wealth Advisers
Financial Services
Wa, Au
50 employees
- Employees
- 50
- Contacts
- 4
- Emails
- 4
Capital Partners Private Wealth Advisers Overview
- Headquarters
- Wa, Au
- Website
- capital-partners.com.au
- Industry
- Financial Services
- Employees
- 50
- Founded
- 1999
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Capital Partners Private Wealth Advisers
At Capital Partners, we're here to uncomplicate your financial life. A multi-award-winning financial planning firm in Perth, we provide wealth solutions that are informed by life conversations. As a privately-owned business, we created a wealth-with-purpose philosophy and new fee-based, evidence-based approach – a fiduciary approach, with no investment commissions or compromises. We are the only CEFEX-certified firm in Western Australia with dedicated investment fiduciaries on our team. Listen to our podcast, The Purposeful Investor, on Spotify, Apple or Amazon. The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you. © 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
Capital Partners Private Wealth Advisers Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Capital Partners Private Wealth Advisers Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Andrew | Experienced Family Wealth Adviser | Perth, Western Australia, Australia |
Email
|
| Steven Boyce, Cfp®, Aif® | Principal at Capital Partners | Perth, Western Australia, Australia |
Email
|
| James Mcleod | Family Wealth Adviser and Accredited | Greater Perth Area, Australia |
Email
|
| Deb Huff | Executive Assistant // Illustrator | Perth, Western Australia, Australia |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Senior / Lead
1 profile
Associate / junior
1 profile
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