Award Winning Financial Advisers

Awards winning Financial Advisers

Capital has been recognised nationally and internationally, achieving some of the Industry’s highest awards, including:

2022 – Top 3 Professional Practice of the Year Award – FPA Awards
2019 – Finalist – Boutique Advice Firm of the Year, Client Servicing Company of the Year & Holistic Advice Firm of the Year – IFA Excellence Awards
2018 & 2019 – Finalist – FPA Professional Practice – FPA Awards
2018 – National Finalist Best Professional Practice of the Year – FPA Best Practice Awards
2017 & 2018 – Holistic Advice Firm of the Year – IFA Excellence Awards
2017 – Client Servicing Company of the Year – IFA Excellence Awards
2015 – Boutique Firm of the Year – IFA Excellence Awards

2017, 2018, 2019 & 2020 – Barron’s Top 50 Financial Advisers (Chris Smith)
2019 – Finalist – Holistic Adviser of the Year, Investment Adviser of the Year and SMSF Adviser of the Year – IFA Excellence Awards (Chris Smith)
2018 – Finalist – Certified Financial Planner® of the Year – FPA Best Practice Awards (Chris Smith)
2018 – Investment Adviser of the Year – IFA Excellence Awards (Chris Smith)
2018 – SMSF Adviser of the Year – IFA Excellence Awards (Chris Smith)
2017 – Finalist – Client Servicing Individual of the Year – IFA Excellence Awards (Grant Dougan)
2016 – Winner – Multi-service Practitioner of the Year – IFA Excellence Awards (John O’Brien)
2016 – Finalist – Client Servicing Individual of the Year – IFA Excellence Awards (Grant Dougan)
2016 – Finalist – Practice Manager of the Year – IFA Excellence Awards (Simon Davis)
2015 – Certified Financial Planner® of the Year – FPA Best Practice Awards (Chris Smith)
2015 – Winner – Overall Adviser Excellence Award – IFA Excellence Awards (Chris Smith)
2015 – Client Servicing Individual of the Year– IFA Excellence Awards (Chris Smith)