In announcing the award FPA Chief Executive Dante De Gori said: “With an advice process structured around client understanding and delivering on service promises, Capital Partners brings a clear set of guiding principles which focus on the financial capacity and empowerment of its clients.”
The award recognises the top performing practice in Australia in the FPA Professional Practice Program, that supports financial planners to deliver better client outcomes.
In receiving the award, Capital Partners Private Wealth Founder and CEO David Andrew said: “The award is a stamp of quality and recognises the efforts we have made over 20 years to do the right thing; and deliver great outcomes for clients. It is a wonderful recognition for our team who are some of the best financial planners in Australia.”
Capital Partners becomes the only financial planning firm in Australia to be awarded Best Professional Practice twice, having first received the award in 2017.
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Financial Planning Association
Business News Western Australia
Business News Western Australia – PDF
