David Andrew
Managing Director
SF Fin, AFPA, GDipAppFin, GDipFinPlan, BPE (UWA), AIF®
David founded Capital Partners on 1 July 1999 with a mission to change the way Australians deal with money and wealth. He had seen that people wanted authentic, objective financial advice – lifelong advice – from a professional they could trust, not the standard transactional, commission-led ‘advice’ that was the norm in Australia. And so Capital Partners and our fee-based, client-first ethos was born.
Under David’s stewardship, Capital Partners was named Best Professional Practice in Australia by the Financial Planning Association in 2017 and 2019; the only firm to have received this award twice. He is the author of Wealth With Purpose, and is also the co-host of The Purposeful Investor podcast.
David’s passion for the difference we make is as strong as ever. As the Deputy Chair of the Global Association of Independent Advisors, he loves it when clients take him to one side and say, ‘you guys have changed our lives.’ These enduring relationships, like his relationships with his family and his extended Capital Partners family, mean everything to David.
Education & Associations
Securities Institute of Australia
Securities Institute of Australia
Institute of Australia
Financial Planning Association of Australia
Global Association of Independent Advisors
Institute of Company Directors