Rob McCaw

Wealth Adviser

AdvDipFinPlan

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 Big Four banks and bring his ability to think tactically and strategically about financial management to Capital Partners.

Always calm, considered and objective, Rob enjoys the sheer diversity of helping clients navigate the broad, complex and often overwhelming world of financial planning. He has a special interest in cash flow and debt management, superannuation, retirement planning, wealth accumulation and estate and family succession planning, enabling him to advise clients holistically.

Rob sees it as his responsibility to help clients look past the immediate emotions that can drive our decision-making and instead focus on thinking strategically about how to make their best life a reality. And for Rob, living his best life means spending time with his young family, catching up with friends and staying in shape, which covers everything from indulging in his passion for running through to umpiring in the WAFL.

Education and Associations

Advanced Diploma of Financial Planning
Cert. IV in Banking and Financial Services