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David Rossbach

Wealth Adviser

BCom, BEc, MFinPlan

David joined us in 2018 after returning to Perth from London, where he’d built his own successful financial planning business over the course of four years, operating as an independent adviser. As he reacquainted himself with Perth and the financial planning industry here, he found everyone had great things to say about Capital Partners’ collegial, client-centric culture, so he seized his opportunity to join us and hasn’t looked back.

The same initiative, intelligence, and problem-solving skills that enabled David to build his own business and client base in the UK have seen him flourish as a wealth adviser within our team. His expertise in retirement planning, superannuation, investments, and financial modeling is highly respected by his colleagues and clients alike.

Like everyone at Capital Partners, David enjoys having the freedom to go above and beyond in leveraging his expertise to help his clients live their best lives. His natural way with people and disarming sense of humor allow him to connect – really connect – with his clients, and it shows in the personalised, life-changing solutions he creates for them.

Away from the office, David priorities spending time with his young family, personally motivated to lead a fulfilling and purpose-driven life.

Education & Associations

Bachelor of Commerce

The University of Western Australia

Masters of Financial Planning

The University of Western Australia

Bachelor of Economics

The University of Western Australia