Milena König

Capital Partners Wealth Advisers, Milena Konig profile image

Milena loves helping people. That’s one of the reasons she switched from a degree and a potential career in engineering, to achieving a Master of Financial Planning and a career here at Capital Partners. And this passion shows in everything Milena does for her clients. She first came across Capital Partners while working for another […]

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David Rossbach

Capital Partners Wealth Advisers, David Rossbach profile image

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, […]

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Emma Zwaan

Capital Partners Wealth Advisers, Emma Zwaan profile image

It didn’t take long as a graduate accountant for Emma to realise that she didn’t want to be an accountant. While she enjoyed the technical challenge of dealing with tax compliance, it all felt too backward looking and transactional. Emma wanted to use her formidable financial and analytical acumen to make a difference in people’s […]

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Rob McCaw

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As a sports fan who has worked in sport and recreation management for not-for-profit organisations, state government and sports associations, Rob has always valued teams who can combine professionalism with a strong work ethic. And it was these characteristics, so evident within our team, that prompted Rob to leave his role with one of the […]

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Sophorn Hak

Capital Partners Wealth Advisers Sophorn Hak profile image

The concept of earning trust by delivering what we promise – to the highest ethical and fiduciary standards – is at the core of our culture at Capital Partners, and Sophorn is the embodiment of this principle. The rigour, diligence and intelligence in everything she does means that her colleagues and clients see her as […]

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Luke Towers

Capital Partners Wealth Advisers, Luke Towers profile image

‘When your values are clear, your decisions are easy.’ This principle underpins our methodology at Capital Partners. It’s also a sentiment that resonates with Luke, which explains why, when his professional cricket career ended in 2011, he didn’t hesitate in approaching us. Luke knew that his future lay in financial planning, but he was looking […]

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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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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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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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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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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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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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