Knowledge Hub

September Team Update

David Andrew
David Andrew
Posted 01.09.2021 in Company News
We believe in the principle that you don’t build a business. Instead, you build your people, and they build the business. Ultimately our clients’ success, and ours, is based on the strength and capability of our team. 

As we mentioned in a recent newsletter, we have been growing lately, so you may see (or hear) some new faces when you visit our office or call us. If there’s someone new in your advice team, your adviser will make sure you are properly introduced.  

In our last team update, we also discussed how new education standards in financial planning are causing many advisers to leave the industry. The good news is that there’s also a new generation of young professionals joining us and they have a very bright future ahead of them.   

A new requirement for financial advisers is the Professional Year (PY), which begins after a candidate has met all the education standards. It is a rigorous year of supervised activity (1600 hours), conducted in line with our professional standards.  

We currently have three PY candidates, Callum McPherson, Tyler Ellery and most recently Aden Wilkins. All PY candidates are required to attend client meetings, so you may be introduced to Aden over the next 12 months. If you encounter any of our three PY candidates, you are seeing a talented future adviser in the making.  

As always, we will do our best to ensure your Capital Partners experience is the best it can be, and we thank you for the trust and confidence you place in us.  

Best wishes,  

David Andrew   |   CEO and Founder

 

David Andrew
David Andrew
David Andrew
Founder and CEO of Capital Partners, and author of Wealth with Purpose, David firmly believes that sound, objective financial advice can transform peoples’ lives and wellbeing. Find out more about how our evidence-based approach to wealth planning, investment management, legacy planning and insurance distinguishes our award-winning team, our results and our clients’ lives.

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