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.
Aden Wilkins
Financial Adviser
Adi McKellar
Associate
Alex Wilson
Associate
Andrew White
Wealth Adviser
Anna Cao
Associate
Audrey Pang
Paraplanner
Bianca Siriwardena
Financial Accountant
Callum McPherson
Associate Adviser
Charmaine Lamprecht
Managing Director
Chris King
Chairman | Director
Damon Sugden
Principal | Wealth Adviser
Darren Nash
Wealth Adviser
David Andrew
Founder
David Rossbach
Wealth Adviser
Deb Huff
Executive Assistant
Divyesh Varsani
Client Service Assistant
Emma Zwaan
Wealth Adviser
Faith Whitby
People & Culture Coordinator
Farah Callanan
Client Service Associate
Greg Clark
Associate
Hannah McKelvie
Senior Client Service Specialist
Harry Sinclair
Associate
James McLeod
Principal | Senior Wealth Adviser
John Ryan
Principal | Senior Wealth Adviser
Kate Beamish
Client Service Associate
Kathryn Creasy
Principal | Head of Advice
Luke Symonds
Associate
Maddison Sandilands
Marketing Manager
Michael Hayward
Principal | Wealth Adviser
Michael Matthews
Executive Director
Milena König
Wealth Adviser
Naomi Rodricks
Associate
Nicholas Wynne
Investment Analyst
Nick Menegola
Investment Coordinator & Associate
Nicole Beeching
Head of Business Services
Olga Malysheva
Associate
Rachel Goh
Head of People & Culture
Rakesh Shah
Principal | Wealth Adviser
Rob McCaw
Wealth Adviser
Shaun Mulder
Associate Adviser
Simone Lewis
Associate Adviser
Steven Boyce
Principal | Senior Wealth Adviser
Tanesha Brayne
Marketing Specialist
Tulley Wong
Business Systems Integrator
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.