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Showing 1 - 8 of 8 results for "Capital Partners Private Wealth Advisers"

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... and beyond to deliver outstanding results for clients and give back to the community. Capital Partners Private Wealth Advisers (Capital Partners) Principal Kathryn Creasy took home the coveted FPA Certified Financial Planner Professional of the Year ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... are: FPA Certified Financial Planner Professional of the Year Award Kathryn Creasy - Capital Partners Private Wealth Advisers (WA) Matthew Meehan - Lifesolver Financial (NSW) Naomi Mee-Martino - Bastion Financial Group (WA) Mark O'Flynn - Tupicoffs (QLD) ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... of Verse Wealth won the award. FPA Paraplanner of the Year Award went to Emma Zwaan of Capital Partners Private Wealth Advisers based in Western Australia. FPA University Student of the Year Award was won jointly by are Miles Kitt of Charles Sturt University ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 chief executive ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... 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 Certified ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... 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 (SA) FPA ...
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