Rakesh Shah

Principal | Wealth Adviser

BCom, MAcc, CFP®

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, investments, retirement planning, tax planning and cash flow management. But what sets him apart is that his professionalism is imbued with an equally notable warmth and empathy.

It’s this combination of left-brain smarts and right-brain compassion that makes Rakesh the embodiment of Capital Partners’ values. It’s probably also why he refers to our team as his second family – a family where, as a respected leader, he enjoys supporting and motivating his colleagues.

As a teenager, Rakesh harboured ambitions of becoming a teacher. It’s a role he certainly fulfils here at Capital Partners, whether he’s educating clients and guiding them through the maze of financial complexity that spans their lives or nurturing the junior members of our team.

And that’s what it’s all about for Rakesh – the satisfaction of helping people achieve their life goals.

Education and Associations

Bachelor of Commerce
Masters in Accounting
Certified Financial Planner