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Showing 11 - 14 of 14 results for "Partners Private"

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
... ASX-listed platform provider has won a mandate from a Melbourne-based private wealth management firm. Wattle Partners Private Wealth Managers has selected Powerwrap to provide its clients with platform administration and reporting services as well as ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners Private Wealth Advisers has taken home the title of Professional Practice of the Year for 2019. Congratulating Dunbar on his win, FPA ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth Advisers, hailed as the most outstanding practice with long-serving employee Michael Hayward taking home the coveted ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Solutions Reuben Zelwer CFP(R) - Adapt Wealth Management FPA Professional Practice of the Year Award Capital Partners Private Wealth Advisers - Perth (WA) Eureka Whittaker Macnaught - Sydney & Brisbane (NSW & QLD) MBA Financial Strategists - Adelaide ...
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