Our Capital Partners Team

The right experts, the right pathways

We are the only CEFEX Certified Firm in Western Australia, with a team built around an unparalleled client commitment.

Our standout capabilities are underpinned by our human-centric culture, which keeps our team focused on your future, and your pathway to true prosperity.

Financial advisers discussing wealth planning at a private wealth management firm in Perth.
Aden Wilkins Associate Adviser Adi Olender Associate Andrew White Wealth Adviser Anna Cao Associate Bianca Siriwardena Bookkeeper Callum McPherson Associate Adviser Charmaine Lamprecht Principal | Chief Operating Officer Chris King Chairman | Director Damon Sugden Principal | Wealth Adviser Darren Nash Wealth Adviser David Andrew Managing Director David Rossbach Wealth Adviser Deb Huff Executive Assistant Emma Zwaan Wealth Adviser Farah Callanan Client Service Associate Hannah McKelvie Senior Client Service Associate Harry Sinclair Associate James McLeod Principal | Wealth Adviser John Ryan Principal | Wealth Adviser Kate Beamish Client Service Associate Kathryn Creasy Principal | Head of Advice Luke Symonds Associate Maddison Sandilands Marketing Manager Mae Cohen Corporate Receptionist Michael Hayward Principal | Wealth Adviser Michael Matthews Executive Director Milena König Wealth Adviser Nicholas Wynne Investment Analyst Nick Menegola Investment Coordinator & Associate Nicole Beeching Head of Finance Olga Malysheva Associate Rachel Cooper Client Service Associate Rachel Goh People and Culture Coordinator Rakesh Shah Principal | Wealth Adviser Rob McCaw Wealth Adviser Shaun Mulder Associate Sophorn Hak Senior Associate Adviser Steven Boyce Principal | Wealth Adviser Tanesha Brayne Marketing Coordinator Tulley Wong Operations Coordinator Tyler Ellery Associate Adviser Yasmin Weston Head of Operations
Plan your future
Get in touch

For trusted financial and investment planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.

Click here to view our Privacy Policy