David joined us in 2018 after returning to Perth from London, where he’d built his own successful financial planning business over the course of four years, operating as an independent adviser. As he reacquainted himself with Perth and the financial planning industry here, he found everyone had great things to say about Capital Partners’ collegial, client-centric culture, so he seized his opportunity to join us and hasn’t looked back.
The same initiative, intelligence and problem-solving skills that enabled David to build his own business and client base in the UK have seen him flourish as an associate within our team. His expertise in retirement planning, superannuation, investments and financial modelling are highly respected by his colleagues and clients alike.
Like everyone at Capital Partners, David enjoys having the freedom to go above and beyond in supporting and guiding his clients as individuals. His natural way with people and disarming sense of humour allow him to connect – really connect – with his clients, and it shows in the personalised, life-changing solutions he creates for them.