The Capital Managers Team

At Capital Managers we will work with you to gain an understanding of your personal circumstances, in particular your financial commitments, lifestyle expectations, needs and desires.

We research and develop strategies that will help you to achieve your ambitions and then provide ongoing management to ensure your needs continue to be met.

Capital Managers is committed to providing total client satisfaction and we would welcome the opportunity to talk with you about your requirements. Simply contact us.

For more information on the servives that Capital Managers provide, please visit our homepage at www.capitalmanagers.com.au

Our Team

Geoff Warwick (Managing Director/General Manager/Adviser) 

Geoff is a founding partner of Capital Managers and has been a hands on Financial Planner/Risk Insurance Adviser for nearly 25 years.

Geoff holds a Diploma of Financial Planning through Deakin University, is a Certified Financial Planner® professional and a member of the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA).

Contact: geoff@capitalmanagers.com.au

Adviser Profile - Geoff Warwick

Brendan King (Partner/Senior Financial Planner)

Brendan is a founding partner of Capital Managers and has been employed in the financial services industry for 21 years. He has held management roles with MLC, Tyndall, Royal and Sun Alliance and Asteron.

Brendan holds a Diploma of Financial Planning (Deakin) and is a member of the Association of Financial Advisers (AFA).

Contact: brendan@capitalmanagers.com.au

Adviser Profile - Brendan King

Barbara Franklin (Senior Financial Planner)

Barbara began her career in the financial services industry in 2000 working with her father Bob King in Bunbury. She became a qualified financial planner in 2005 and is a specialist in personal risk and disability insurances, wealth creation and retirement income streams. Barbara holds an Advanced Diploma of Financial Services (Financial Planning).

Contact: barbara@capitalmanagers.com.au

Adviser Profile - Barbara Franklin

Josh Teh (Adviser)

Josh has worked in the Financial Services industry for more than seven years, working across portfolios such as, share trading, lending, strategic financial advice, superannuation and retirement planning, business, group and personal life risk insurances . Josh is committed to working closely with personal, small business and professional clients to provide them with personalised service and deliver tailored strategic superannuation and life insurance advice and solutions that meet their needs.

Contact: Josh@capitalmanagers.com.au

Adviser Profile - Josh Teh

Rhian Thompson (Financial Planner)

Rhian has worked in the financial services sector for over 12 years in roles covering superannuation, life insurance, share trading and funds management. Rhian has recently joined Capital Managers with a strong focus on providing personalised service to our Corporate Superannuation clients. Rhian holds a Diploma in Financial Planning and is working towards his Advanced Diploma.

Contact: Rhian@capitalmanagers.com.au

Adviser Profile - Rhian Thompson

Lavanya Subramaniam (Practice Manager)

Lavanya has been employed in the financial services industry since 2007 and has been with Capital Managers since 2011. She has an MBA, specialising in Finance and Marketing, as well as a Diploma of Financial Services (Dip F.S.).

Having worked with Asteron, Lavanya has in depth knowledge of insurance products and services and directly assists the planners in preparing advice recommendations as well as managing the entire administration function of the business.

Contact: lavanya@capitalmanagers.com.au

 

Matt Warwick (Client Services Manager)

Matt is our Client Services Manager and is responsible for handling ongoing client reviews and other general enquiries. Matt's experience is complemented by professional qualifications including:

  • Diploma of Financial Services (Financial Planning)

Contact: matt@capitalmanagers.com.au

 

Jodie Watson (Adviser / Client Services Manager) (current on Maternity leave)

Jodie has been working in the financial services industry for the past 7 years in a client services role. Jodie is responsible for handing client enquiries and assists our advisers to process new business. She also manages our client database management system.

Contact: Jodie@capitalmanagers.com.au

 

Trezna Elrick (Client Services Officer) 

Trez has been employed in the financial services industry since 2005 and has recently joined Capital Managers. Trez will be based in our Bunbury office and will be directly assisting the planners in preparing advice recommendations as well as handling client enquiries.

Contact: Trezna@capitalmanagers.com.au

 

Georgia Van Lendt (Client Service Assistant)

Georgia has been employed with Capital Managers for two years now and has shown tremendous potential in her ability to service clients always with a smile. Georgia is now a key member of our client services team with many accolades from clients for her excellent service.

Contact: Georgia@capitalmanagers.com.au

 

Alexia Clarke (Client Service Assistant)

Alexia has recently joined our client services team and will be involved in assisting clients with their enquiries. A talented and confident young lady with a keen interest in make-up artistry, Alexia will be a good fit to our expanding team.

Contact: Alexia@capitalmanagers.com.au