Capricorn Investment Partners Limited was established as a wholly owned subsidiary of The Rock Building Society Limited in 2001. After 5 years of significant growth, the company was purchased by employees and other investors, and is a non-aligned financial planning business specializing in providing tailored financial advice for individuals and small business.

Capricorn Investment Partners Limited operates a fee for service model and does not receive product based commissions. We manage more than $70 million for around 220 clients and our services include financial planning, share trading, portfolio management, insurance broking and self managed super fund administration.

The company is based in Rockhampton, Queensland and services clients throughout Australia and other parts of the world.

Michael Cranny - Chairman

Michael Cranny is Chairman of Capricorn Investment Partners Limited and Chairman and Managing Director of Tropical Pines, a large scale pineapple producer and marketer. Mick is also a land developer, and has held a number of board positions including Yeppoon District Co-operative, and Freshmark. He has been an advisor to Golden Circle and is involved in a large number of church and community related voluntary activities. Mick is a past Councillor of the Livingstone Shire Council and is the Chairman of the Board of Directors of Rockhampton Regional Development Limited.

David French - Managing Director and Senior Financial Planner

David French is Managing Director and Head of Financial Planning. Starting with just himself and a desk, David was responsible for building The Rock Investment Planning from scratch. This entity was subsequently purchased and became Capricorn Investment Partners Limited. David has worked in finance and economics since 1990, and in investment markets since 1994. He was rated as high as number three in Australia as an investment analyst, holds a Bachelor of Economics, a Diploma in Corporate Management, and is PS146 compliant. He has also completed a range of other courses relating to valuation of companies and investments. David deals with all financial planning, investing and superannuation matters for new and existing clients. He has contributed to a range of community development projects and is a Director of Rockhampton Regional Development Limited and is the Treasurer of the Home Support Association. David is an experienced investor in his own right and is married with three young sons.

Mark Hayes - Public accountant

Mark Hayes is 49 years old, and has run his own private accounting business since 1991. He has special interests in self managed superannuation, and other investment structures and is a substantial investor in property and businesses in his own right - including at various times, a hairdressing salon and a clothing store. Mark has a Bachelor of Arts in Accounting and a Graduate Certificate in Financial Planning.

Leo Senese - Stockbroker

Leo Senese is based in Brisbane and has been a stockbroker and investment advisor for 7 years. His experience spans stockbroking, financial advice, fixed interest dealing and foreign exchange dealing. He has worked for major investment houses including ABN Amro Morgans, Goldman Sachs JB Were, and Westpac Institutional Bank. Leo's formal education includes a Bachelor of Commerce, and Graduate Diplomas in Financial Planning and Applied Finance and Investment. Leo is 34 years old, and is married with two children.