Amanda Doyle (Managing Director)

With Geoff’s retirement, Amanda has become the major shareholder in Capital Mangers. Amanda has been working in the financial services industry since August 2006. Before this she completed her Bachelor of Education and was a High School Economics Teacher from 1997 to 2002. In this time Amanda taught in Bunbury, Perth, London, United Arab Emirates and Singapore.

Whilst living and working in Singapore Amanda completed a Masters of Finance through Curtin University.

Amanda has two daughters in high school that are happily involved in their sports, learning and their community.

Amanda enjoys playing tennis and travelling.

Contact: Amanda@capitalmanagers.com.au

Brendan King (Senior Financial Planner & Director)

Diploma of Financial Planning (Dip F.P)
Specialist Accreditation in SMSF
Member of the Association of Financial Advisers Limited

Brendan has been employed in the financial services industry since 1989, including working with a major financial services company as State Manager in WA and NSW. Brendan joined Capital Managers as a partner and director in 2007 and in addition to his specialist accreditation, he provides advice to clients in personal superannuation, wealth creation, retirement income/pension strategies and personal life risk insurance.

Brendan is married to Kerrie and has four school aged children.

Contact: Brendan@capitalmanagers.com.au

Barbara Franklin (Senior Financial Planner)

Advanced Diploma of Financial Services (ADFS)
Fellow Chartered Financial Practitioner (FPChP)
Specialist Accreditations in SMSF and Aged Care
Member of the Association of FInancial Advisers Limited

Barbara became a qualified financial planner in 2005 and in addition to the specialist accreditations above she advises clients on their planning needs for personal superannuation, wealth creation, retirement income/pension strategies and personal life risk insurance. Barbara has many long-standing clients in the South West as well as the metropolitan area.

Barbara is a Bunbury resident and grew up just up the road in Harvey. She is married to Steve and has four adult children. Financial planning is in her blood with her father Bob King having been a well respected planner in Bunbury prior to his passing.

Contact: Barbara@capitalmanagers.com.au

Josh Teh (Senior Financial Planner & Director)

Diploma of Financial Planning – Financial Services (Dip F.S)
Member of the Association of Financial Advisers Limited

Josh has been employed in the financial services industry since 2006, becoming a financial planner in 2010.  His past experience has seen him involved in portfolios such as share trading, lending and corporate superannuation.  Josh joined Capital Managers in 2014 and provides advice to clients on personal superannuation, retirement planning as well as business, group and personal life risk insurances.

Josh is married to Kristy and has two large dogs.  He is also an avid lover of fishing and 4WD expeditions.

Contact: Josh@capitalmanagers.com.au

Lavanya Subramaniam (General Manager Operations)

MBA Finance and Marketing
Diploma of Leadership & Management
Diploma of Financial Services (Dip F.S)

Lavanya has been employed in the financial services industry since 2007.  Lavanya joined Capital Managers in 2011 as a part-time Client Services Officer and, having excelled in this role, became Practice Manager in 2012 with a team of six support staff.

Lavanya loves to stay fit and is a dedicated mother to her young son.  

Contact: Lavanya@capitalmanagers.com.au

Matt Warwick (Senior Client Services Officer)

Diploma Financial Services (Dip F.S)

Matt has been with Capital Managers since 2007 and is one of our Senior Client Services Officers. He is responsible for managing the end-to-end new business processing from advice preparation to strategy implementation. Matt is currently undertaking a Bachelor of Commerce degree.

Matt is an avid health and fitness fanatic but loves to live life on the weekends.

Contact: Matt@capitalmanagers.com.au

Jodie Watson (Senior Client Services Officer)

Diploma Financial Services (Dip F.S)

Jodie has been working in the financial services industry for the past 10 years and is one of our dedicated Senior Client Services Officers based in our Bunbury office. Jodie is responsible for the end-to-end new business processing from advice preparation to strategy implementation and also manages ongoing client reviews.

Jodie has a great sense of humour and is a dedicated mother to her two young boys.

Contact: Jodie@capitalmanagers.com.au

Trezna Elrick (Senior Client Services Officer) 

Trezna re-joined Capital Managers in our Bunbury office in 2016 and is one of our Senior Client Services Officers.  Trez manages the end-to-end new business processing from advice preparation to strategy implementation and also manages ongoing client reviews

Trez loves life and lives it to its fullest. Trez is married to Steve and is a loving mother to their young son.

Contact: Trez@capitalmanagers.com.au

Jamie Missell (Client Services Officer) 

Jamie manages the ongoing client review process within the business. Jamie has a strong administration background and prides herself on her organisational and time management skills.

Jamie loves shopping and spending quality time with family and friends on the weekends.

Contact: Jamie@capitalmanagers.com.au

Sarah Adriana (Client Services Administrator) 

Sarah joined our client services team having worked previously with Commonwealth Bank of Australia. Sarah brings with her strong work ethics and a 'can-do' attitude and strives to deliver a delightful experience to our clients at every contact.

Sarah has a keen interest in art and loves Calligraphy, water colouring and bullet journaling.

Contact: Sarah@capitalmanagers.com.au