Operations Director

• Jan 2023 - Present

Client Support Director

• Nov 2018 - Present

Operations Director

• Apr 2022 - Present

Operations Manager

• Sep 2013 - Nov 2018

* We are truly a boutique business – providing a unique service focused on resolving the challenges faced by busy entrepreneurs and senior executives to allow them to get on with doing what they do best. * At Capital, our purpose is to make a difference. This is what inspires us, what gets us out of bed in the morning and what provides the focus that energises and drives our people and our business forward. It is the soul of our business and what shapes our culture. * We firmly believe that the work we do on behalf of our clients changes lives for the better. When done well, real financial planning can enhance and enrich the life experiences of the families we work with. We hold a privileged position within the lives of our clients and we are fiercely passionate in protecting their interests.

Senior Paraplanner

• Apr 2002 - Aug 2013

Consultant

• Jul 1997 - Apr 2002