Capital Partners Private Wealth Advisers
Company

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
Industry
Financial Services
Employees
50
Founded
1999
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
David Andrew Experienced Family Wealth Adviser
Email
Steven Boyce, Cfp®, Aif® Principal at Capital Partners
Email
James Mcleod Family Wealth Adviser and Accredited
Email
Deb Huff Executive Assistant // Illustrator
Email

Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile
Associate / junior 1 profile

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