David Andrew

Capital Partners Wealth Advisers David Andrew profile photo

David founded Capital Partners on 1 July 1999 with a mission to change the way Australians deal with money and wealth. David 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 […]

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Michael Matthews

Capital Partners Wealth Advisers Michael Matthews profile photo

A chartered accountant, senior fellow of Finsia and a CEFEX fiduciary, Michael is a highly respected leader, both within our team and the broader financial planning community. With his broad knowledge and experience, he’s a sought-after lecturer in the areas of financial planning, portfolio construction and risk management. Since he traded his directorship at KPMG […]

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Chris King

Capital Partners Wealth Advisers Chris King profile photo

In 1999 Chris founded Affiniti Financial Consultants with a mission to do things differently – to make a difference in people’s lives. In 2003 he joined the Capital Partners team and bought with him a focus on each client as an individual, rather than the traditional sales-focused, commission-led approach to financial planning. Chris has worked […]

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Charmaine Lamprecht

Capital Partners Wealth Advisers Charmaine Lamprecht COO Profile image

As COO, Charmaine is the lynchpin at the heart of our team, ensuring we have everything we need – technology, talent, systems, processes – to deliver the exceptional service and advice that made Capital Partners the FPA’s Professional Practice of the Year. But before she joined us in 2012, Charmaine hadn’t even considered bringing her […]

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Serena West

Capital Partners Wealth Advisers, Serena West

At one time, Serena wanted to be a lawyer. She loved doing research and the idea of getting justice and a fair outcome for people. And it’s these talents and values – this desire to protect people when they need compassion most – that make Serena a phenomenal insurance adviser. Serena loves getting to know […]

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James McLeod

Capital Partners Wealth Advisers, James Mcleod profile image

In 2010, after four years working in financial planning, James was looking for a change that would give him the scope to grow – professionally, but also personally. So, when one of James’s peers directed him to Capital Partners and our founder David Andrew gave him an ‘iron clad’ guarantee he’d become a professional of […]

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Michael Hayward

Capital Partners Wealth Advisers Michael Hayward profile image

FPA CFP® Professional of the Year 2017 Michael has been in the financial planning industry since he graduated in 2002. He joined us as an associate in 2004 after meeting Capital Partners’ founder David and seeing the huge potential in our fee-based model – potential for clients, but also for his career. And it has […]

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Steven Boyce

Capital Partners Steven Boyce profile image

As a teenager, Steven considered a career in physiotherapy, but his fascination for the way the markets move, rather than the human body, meant he started his career as a stockbroker. However, it wasn’t until he joined us in 2015, after being wooed by our directors and our reputation for integrity, that he felt he’d […]

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Rakesh Shah

Capital Partners Wealth Adviser Rakesh Shah profile image

After being named Financial Planning Student of the Year and making the Vice-Chancellor’s List (for the top 1% of students) at Curtin University, Rakesh began his financial services career in 2003, joining our team three years later. Like a lot of academically exceptional individuals, Rakesh brings a notable professionalism to his work, specialising in superannuation, […]

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John Ryan

Capital Partners Wealth Advisers John Ryan profile image

John isn’t a typical chartered accountant. Life and work isn’t about numbers for John. It’s all about people. Specifically, it’s about connecting with clients, having meaningful conversations and helping them write the story of their lives the way they want it written. It’s little wonder, then, that John is very easy to talk to. He […]

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Kathryn Creasy

Capital Partners Wealth Advisers Kathryn Creasy profile image

Kathryn joined us in 2014, after eight years working at a stockbroking firm. She came to us looking for a change – an opportunity to help people, to provide more than just investment advice – and she jumped aboard after speaking to Capital Partners’ founders David and Michael, who convinced her with their passion for […]

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Damon Sugden

Capital Partners Wealth Advisers Damon Sugden profile image

There can’t be that many people who have traded life as a performance artist for a career in financial planning, but that’s exactly what Damon did. Prior to joining us in 2011, he had spent years touring the world with an international dance company. After studying on tour to become a financial adviser, he returned […]

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