For over two decades, Capital Managers has helped individuals, families and business owners make informed financial decisions with confidence. Our experienced team takes a personalised approach to wealth creation, retirement planning and financial security—building lasting relationships founded on trust, transparency and long-term success.
— OUR APPROACH
Capital Managers is an authorised representative of Infocus Securities Australia Pty Ltd, one of Australia’s leading advisory groups. Through this relationship we have access to advanced financial planning and client management software, and valuable research resources to benefit our clients. Our advisers undertake considerable ongoing professional development and education to keep up-to-date when advising clients on opportunities brought about by legislative change and product innovation.
— OUR APPROACH
No two financial journeys are the same. That’s why we take the time to understand your circumstances, goals and aspirations before providing advice. By building a clear picture of your financial position, we develop personalised strategies designed to help you grow, protect and manage your wealth with confidence.
Our approach is built on long-term partnerships, open communication and practical guidance. As your needs evolve through different stages of life, we remain by your side, providing ongoing advice and support to help you stay on track and make informed financial decisions for the future.
— OUR HERITAGE
With over 40 years’ collective experience in the financial services industry, the team at Capital Managers is highly qualified to provide comprehensive wealth management advice.
Capital Managers has the scale and structure to provide a responsive, professional and well-supported client experience. Our team brings together financial advisers, paraplanners, implementation support and administration, working together to support clients throughout the advice process.
This means you are not left to work through complex financial decisions alone. You have a connected team behind you to help clarify your options, manage the details and guide the process from first conversation through to implementation and ongoing review.
— A team you can trust
With over 40 years collective experience in the financial services industry, the team at Capital Managers are highly qualified to provide you with comprehensive wealth management advice.
Amanda Doyle
Managing Director
Brendan King
Financial Planner & Director
Josh Teh
Financial Planner & Director
Matt Warwick
Adviser Services Manager & Paraplanner
Jade Whitehurst
Client Service Officer
Neelam Hirani
Client Service Officer
Ashleigh Mitchell
Client Service Officer
John Parkinson
Director – Senior Financial Adviser
Andrew Moody
Senior Financial Adviser
— OUR VALUES
At Capital Managers, our values shape the way we work, communicate and support our clients. They guide our advice methodology, from understanding each client’s situation through to recommendations, implementation and ongoing review, helping clients move forward with clarity and confidence.
Integrity
We act honestly, transparently and with accountability in every decision, action and relationship.
Expertise
We maintain the knowledge and education needed to provide professional advice tailored to each client’s needs.
Excellence
We strive to deliver a high standard of advice, service and support across every client experience.
Respect
We treat every client, colleague and partner with care, consideration and genuine respect.
— WHY CAPITAL MANAGERS
Choose Capital Managers if you want experienced financial advice, clear communication and a team that will help turn recommendations into action.
We make things happen
We help you understand what needs to happen and help you take action.
We are comprehensive and careful
We do the work properly, so you can take action with confidence.
We do more than expected
We consider your complete financial picture, not just one piece.
We are transparent
We explain recommendations, fees and value clearly from the beginning.
We have a diverse and capable team
You are supported by one connected, experienced advice team.
We have a clear investment philosophy
Our investment approach is never set-and-forget, and regularly reviewed.
— CLIENT STORIES
We are proud to support clients through important financial decisions with clear advice, practical guidance and ongoing care. A few words from the people we’ve worked alongside.
"Capital Managers helped us connect the business plan to our personal future for the first time. Calm, clear and practical from the very first meeting."
"After 30 years of working hard, I needed someone to help me actually retire — not just talk about it. The team made every step feel manageable."
"Honest, considered and never rushed. They explained everything until it made sense and then helped us put it into action. That follow-through made all the difference."
— GET IN TOUCH
Ready to take the next step? Send us your details and we will be in touch to arrange an initial conversation with an adviser to discuss your situation and how we may be able to help you.
- No obligation, no pressure
The first conversation is to understand your situation and see if we're a fit. - Held in confidence
Anything you share is treated with the discretion you'd expect from a long-standing advice practice. - A real conversation, with a real adviser
Not a triage form — you'll speak with someone who can actually help.
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