Anna Cunningham

Client Service Associate

BCom, DipFinPlan

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 to complete her Diploma in Financial Planning in 2018.

Anna joined us after completing her commerce degree at UWA and a brief stint working at a recruitment firm, where her intellect and desire to do something that makes a difference were wasted. Here, though, our team couldn’t appreciate her analytical mind, financial acumen and relentless drive to improve our working environment and help people more.

For Anna, the most rewarding part of her role is helping clients understand something new, which often involves sharing her wealth of knowledge about technology or the technical aspects of our work. Being able to make clients’ lives easier and changing their lives for the better puts a smile on her face – a smile that lights up the Capital Partners office.

Education and Associations

Bachelor of Commerce
Diploma of Financial Planning