Stevie Grogan

From a warm welcome at reception, to our latest function or event, Stevie is the friendly face and voice you encounter upfront at Capital Partners and the organisational dynamo working tirelessly behind the scenes. She makes sure every client experience is memorable for all the right reasons. Before she joined us in 2018, Stevie was […]

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Genevieve Lawton

At Capital Partners, we’re here to help our clients understand and navigate the intricate world of financial planning with confidence. And to do that, we need to communicate everything we do – in all its life-changing complexity – in a way that inspires. We’re unique and we need to bring that uniqueness to life. In […]

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Yasmin Weston

From an early age, Yasmin had a fascination with law and crime series, combined with a desire for helping people achieve equality. The fact that she went on to earn a degree in law and criminology is, then, no surprise. But it certainly surprised Yasmin when she found her ideal professional home at a financial […]

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Jenni Collins

Jenni has been part of the Capital Partners journey since 2002, when she joined our founding team of four in a part-time accounts and payroll role. Since then, Jenni – along with her role – has grown with our practice, and it’s fair to say that while she’s still a part-time member of our team, […]

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Jerrilyn Sugunasingam

With a broad range of experience in the financial planning industry and her naturally friendly, open personality, Jerrilyn is not only the perfect team member, ready and willing to help, she’s also the quintessence of Capital Partners. Even the way Jerrilyn’s expertise has evolved and diversified mirrors our team’s evolution into the complete financial planning […]

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Jenny Howe

Jenny enjoys being busy, which is just as well. In her client services role, she’s constantly working with our advisers and liaising with clients to ensure we deliver personalised financial solutions as effectively, seamlessly and enjoyably as possible. Jenny started out temping on reception, but was so impressed by the friendly, helpful culture – a […]

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Anna Cunningham

As soon as Anna started as a receptionist at Capital Partners in 2015, welcomed with a huge rainbow cake, she knew she’d made the right career decision. And so it proved to be. Since then, she moved from reception into client services, subsequently adding technical support and analysis to her evolving role, while going on […]

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Hannah McKelvie

For many of our clients, Hannah is the reason why we’re able to make the often complicated business of financial planning look and feel easy. Supporting three of our advisers with a remarkable combination of professional diligence and personal care, she’s an organisational lynchpin, ensuring the smooth execution of our financial strategies and solutions. Hannah […]

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Rachel Goh

Everyone in our team has an important role to play in helping our clients achieve the financial clarity, certainty and confidence they need to live their best life, but Rachel is at the heart of everything we do. From training and mentoring our client services team, through to providing executive assistance, her knowledge, foresight and […]

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Natalie Rosewell

Capital Partners has come so far since 1999. So too, has Natalie, who joined our founding team in 2000. Since those formative years, Natalie’s organisational flair and innate empathy have been instrumental in our firm’s evolution, from a team of four, to the diverse practice we are today. The clear-sighted organisational skills, compassion and eager […]

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Olga Malysheva

When Olga joined us from another financial planning firm in Perth, she’d been looking for an interesting challenge and an environment that would allow for professional growth. And that’s what she found at Capital Partners, as part of a collegial team that shares her unstinting professionalism and sense of personal responsibility to clients. With degrees […]

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Callum McPherson

Before a family friend introduced him to Capital Partners, Callum had been living and working in Spain, teaching English in secondary schools. And it’s this passion for learning and sharing his knowledge, combined with an unwavering sense of adventure and purpose, that made Callum a natural addition to our team. The values that underpin our […]

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