Geoff Warwick (Non-executive Director & Chairman) 

Geoff is a founding partner of Capital Managers and has been actively involved as a Financial Planner/Risk Insurance Adviser for some 30 years, until June 2019 when he entered the world of retirement as an Adviser.

Geoff remains the major shareholder in Capital Managers and plays an active role in the direction of the business as well as mentoring the Advisers in the business.

Geoff is married to Jo and they have 4 wonderful children.  Geoff is an avid West Coast Eagles member and is now spending a lot more time travelling and collecting wine for his cellar.

Contact: Geoff@capitalmanagers.com.au


Brendan King  - General Manager Advice Services (Senior Financial Planner)

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

 Adviser Profile - Brendan King


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

 Adviser Profile - Barbara Franklin


Josh Teh (Financial Planner)

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

 Adviser Profile - Josh Teh


Rhian Thompson (Financial Planner)

Bachelor of Commerce (Finance and Management)
Graduate Diploma (Business Economics)
Diploma of Financial Planning (Dip F.P)
Specialist Accreditation in SMSF

Rhian has been employed in the financial services industry for over 12 years, more specifically specialising in corporate superannuation.  Since joining Capital Managers in 2016 he has, in addition to his specialist accreditation, expanded his advice to include personal Superannuation, wealth creation, retirement planning/pension strategies and personal life risk insurance.

Rhian is married to Shannon and has two young children. Rhian continues to play veterans hockey at the highest level.

Contact: Rhian@capitalmanagers.com.au

 Adviser Profile - Rhian Thompson


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


Pauline Kazmer (Advice Services Officer)

Bachelor of Commerce with a double major in Marketing & Finance

Pauline is responsible for managing the preparation of advice & strategy documents. Pauline has extensive experience having worked in the General Insurance industry previously.

Pauline is married with three young children and loves to watch her kids excel in sports.

Contact: Pauline@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