As the debate continues over financial advice standards in Australia, a Perth-based financial advice firm has been accredited with the highest global benchmark for fiduciary excellence.
“We voluntarily submitted the company to this scrutiny in order to demonstrate that our investment process is of the highest independent standard in the world,” says Capital Partners Private Wealth CEO, David Andrew.
“What this means for the clients of Capital Partners is that they can be assured that our systems and processes provide them with the maximum in protection and investment outcomes.”
Capital Partners joins Investment Advisor firms from the USA, UK and New Zealand who have successfully completed the independent certification process through the Centre for Fiduciary Excellence, and is the only firm in Australia to currently hold this certification.
“Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that Capital Partners has demonstrated adherence to the industry’s best fiduciary practices. This indicates the firm’s interests are aligned with those of investors,” according to General Manager of the Centre for Fiduciary Excellence, Mr Carlos Panksep.
Capital Partners has been certified for Wealth Management for private clients, discretionary trusts, charitable entities, self-managed superannuation funds and corporations. Capital Partners is registered at www.cefex.org, where its certificate can also be viewed.
A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on Capital Partners on-line CEFEX certificate. More information on Capital Partners can be found at www.capital-partners.com.au.
