Capital Partners holds a CEFEX certification. The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence.
To date, just over 100 firms across the globe have achieved this certification. There are five CEFEX certified firms in Australia and Capital Partners is the only CEFEX Certified Firm in Perth.
At Capital Partners we have four CEFEX Accredited Investment Fiduciaries.
Most investors don’t have the expertise to adequately oversee their investment adviser. CEFEX provides a rigorous and systematic assessment performed by an independent fiduciary expert.