Capital Partners Private Wealth Advisers

Investing in the future of financial advice.

At Capital Partners, we believe great advice is built on professionalism, expertise and a commitment to continuous learning.

We're proud to share that West Love, Laura Camelo and Alex Sundquist have recently commenced their Professional Year (PY), an important milestone on the pathway to becoming qualified financial advisers.

The Professional Year provides aspiring advisers with structured training, real client experience, mentorship and supervision, helping them develop the capability, judgement and confidence required to support our clients in achieving true prosperity.

Each brings a unique background, strong technical foundations and a genuine passion for helping people make informed financial decisions:

🔹 West Love is completing a Master of Financial Planning and combines his economics and finance background with a strong commitment to client outcomes.
🔹 Laura Camelo joined Capital Partners after a successful career in management and recruitment. She is currently completing a Bachelor of Commerce and is pursuing a future in financial advice.
🔹 Alex Sundquist joined the profession after completing studies in Finance and Marketing, bringing together strong technical skills and a passion for helping clients navigate important financial decisions.

We're excited to support West, Laura and Alex as they continue their development and take the next steps in their careers.

We're excited to share that applications are now open for our 2027 Graduate Program!

This is a 12‑month, full-time opportunity designed to help graduates build a career in financial planning through hands-on experience, mentoring and professional development with our award-winning team.

If you're a recent graduate who is curious, motivated and looking for more than just a job, this program offers the opportunity to learn alongside some of Australia's leading financial advisers while making a genuine difference in the lives of our clients. At Capital Partners, you'll gain practical experience, structured development and exposure to real client work from day one.

As a three-time FAAA Professional Practice of the Year winner and one of Australia's Best Places to Work, we're passionate about developing the next generation of financial planning professionals.

Apply here: https://app.hirevire.com/applications/e52d488b-24a2-44b4-af41-1fd4949ddb6b?lang=EN

Most Australians have superannuation. Few truly understand it.

Yet the decisions you make about your super over time can have a significant impact on your financial future, often adding up to hundreds of thousands of dollars over the course of retirement.

In the latest episode of The Purposeful Investor Podcast, Aden Wilkins is joined by Jemma Sanderson, Head of SMSF and Succession at Cooper Partners, and Kathryn Creasy, Wealth Adviser at Capital Partners, to unpack one of the most misunderstood assets many Australians own.

Together, they explore:
• How Australia's superannuation system came to be
• Common misconceptions that can lead people astray
• Key tax rules and opportunities that are often overlooked
• Why seeking quality advice can make a meaningful difference over the long term.

Whether you're building wealth, approaching retirement, or simply want to better understand how your super works, this conversation offers practical insights to help you make more informed decisions.

▶️ Watch the episode here:

What Most Australian's Get Wrong About Superannuation Aden Wilkins sits down with Jemma Sanderson from Cooper Partners an...

With applications for our Graduate Program opening next Friday, we're looking forward to welcoming the next generation of talent into the financial advice profession.

Last Friday, our team attended the Curtin University Business & Commerce Jobs Fair, speaking with students about careers in finance, the opportunities within the industry, and what life at Capital Partners is really like.

Our 12-month Graduate Program offers a full-time, paid role based in our West Perth office. Graduates work alongside some of Australia's most experienced and respected advisers, gaining hands-on experience, professional development, and exposure to the many pathways available within financial advice.

If you're about to graduate, or know someone who is, we'd love to hear from you!

Register your interest here: https://campaigns.capital-partners.com.au/graduate-registrations and we'll send you an information pack when applications open next Friday.

What does it really take to perform at a high level when life doesn't go to plan?

In the latest episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with former Hockeyroo and Olympian Fiona Ryan to explore the mindset behind high performance.

Fiona's story extends far beyond elite sport. From representing Australia on the world stage, to navigating a serious cancer diagnosis, building a career in law, becoming a mother, and launching her own business, she shares the lessons she's learned about resilience, discipline and making decisions under pressure.

It's a conversation about more than success. It's about how we respond when things get difficult, how we stay focused on what matters most, and what high performance looks like in different seasons of life.

For investors, many of the themes will feel familiar. The ability to remain calm during uncertainty, stay committed to a long-term plan, and make thoughtful decisions when emotions are running high.

A powerful discussion on mindset, resilience and the habits that help us perform when it matters most.

🎧 Watch here:

When the stakes are high - What can investors learn from an Olympian? Former Hockeyroo and Olympian Fiona Ryan joins David Andrews and Ad...

We're hiring for two opportunities within our Client Concierge team:

- Client Concierge
- Client Concierge Team Lead

As a Client Concierge, you'll help create the warm, professional experience we're known for, while coordinating the day-to-day details that keep our client spaces and office running seamlessly.

Why join Capital Partners?
✅ Team-owned business
✅ FAAA Professional Practice of the Year (2017, 2019 & 2024)
✅ Ranked #3 Best Places to Work in Australia (WRK+)
✅ Western Australia's only CEFEX-certified financial planning firm.

We're looking for people who genuinely enjoy helping others and want to be part of a values-led team committed to making a difference in our clients' lives.

If that sounds like you, we'd love to hear from you. https://au.seek.com/companies/capital-partners-consulting-175428379515197

On Friday, we took the opportunity to recognise and celebrate a number of achievements across our team.

We were proud to acknowledge two significant service milestones, with Anna Le celebrating five years at Capital Partners and Damon Sugden reaching an impressive 15 years of service.

We also recognised the commitment to professional development shown by our team. Damon Sugden recently achieved his Certified Financial Planner (CFP) designation, while Shaun Mulder completed his Master of Financial Planning.

In addition, we celebrated several role transitions:

Callum McPhearson – Wealth Adviser
Nicholas Wynne – Investment Analyst & Portfolio Manager
Nicole Beeching – Executive Operations Lead
Grace Landers – Personal Assistant

These milestones reflect the dedication, growth and contribution of our people. Congratulations to everyone recognised.

Perth's property market has been one of the hottest in the country, but the federal budget changed everything. In our latest episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Rowen Powell Director of Verve Buyers Agency, to unpack what's happening on the ground.

From the collapse of investor demand to skyrocketing building costs, the rise of subject-to-sale offers, and why quality has never mattered more - this is the most honest read of the Perth property market you'll find.

Watch the episode here:

Perth Property Has Changed, Are You Still Playing by the Old Rules? Perth's property market has been one of the hottest in the country,...

Last week, we welcomed bestselling author and award-winning keynote speaker Tracy Hall to speak with a group of our clients about trust, scams and financial resilience.

Tracy shared her powerful personal story of losing her life savings to one of Australia's most prolific con artists, and the lessons she has learned since. It was a compelling reminder that scams don't just happen to other people, and that anyone can be vulnerable under the right circumstances.

With cyber threats, fraud and data security risks continuing to rise, the session provided practical insights into how scams occur, the warning signs to look for, and the steps we can all take to better protect ourselves and those around us.

Thank you, Tracy, for such an engaging and thought-provoking presentation. The feedback from our clients was overwhelmingly positive, and many walked away with actions they could put into practice immediately.

Tariffs, President Trump, the Iran conflict, soaring oil prices and an overvalued market that still refuses to crash. The 2025-2026 financial year had it all. In this end of financial year special, Capital Partners Investment Coordinator Nick Menegola joined David Andrew and Aden Wilkins on The Purposeful Investor podcast to break down what actually drove returns, what the experts got wrong, and what investors should expect heading into the 2026-2027 financial year.

Watch the podcast here:

The Financial Year That Broke Every Forecast Tariffs, Trump, the Iran conflict, soaring oil prices, an overvalue...