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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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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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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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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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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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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