Financial Planning Advisors

David French

David French is Managing Director and Senior Financial Advisor with Capricorn Investment Partners Limited.

Extensive Financial Education

David holds a Bachelor of Economics and a Diploma in Management. He has undertaken further study in accounting and compulsory financial planning courses with the Securities Institute of Australia. He was selected to attend two overseas courses on investment valuation hosted by prestigious international business school INSEAD.

Real experience in working with your investments

David has over 12 years experience in financial markets and was responsible for building Capricorn Investment Partners from the ground up. His daily contact with major players in Australian investment markets means his knowledge is continually updated. Before joining Capricorn Investment Partners Limited, David was a Senior Stockmarket Analyst with a well-known broking firm, servicing retail and institutional clients. Other professional experience includes two years as an Analyst with Portfolio Partners Limited (a very successful fund manager) and prior to that, two years with Swiss Bank Corporation (now UBS). He has also worked as an analyst at the Prices Surveillance Authority and as an economist in management consulting.

Putting clients first

David's extensive knowledge of financial markets enables him to design investment solutions specifically tailored for you. Clients independently rated David within the top four analysts in Australia for some of his investment work.

A local working for the community

After 18 years away from Rockhampton, David moved back from Melbourne in July 1999. Since moving back, David has been heavily involved with community development projects through his involvement with the joint application for BITS funding made by the Rockhampton City Council and Central Queensland University. He has lectured in economics and investment at Central Queensland University, and has completed a study for RDPDA to assist in attracting a Call Centre to Rockhampton. He has at various times been a Director of Rockhampton Regional Development Limited and President of the Rockhampton Chamber of Commerce.

David is an experienced investor in his own right. He is married with three young sons.

Bob Stewart

Bob Stewart is a Senior Investment Adviser (Equities Dealing) with Capricorn Investment Partners Limited.

Education

Bob is qualified and accredited through the Securities and Derivatives Industry Association.

Real Experience in Working with Investments

Bob's knowledge of the financial markets was developed through a career spanning 36 years in the securities industry working as a Stock Broker, Securities Dealer, Branch Manager and Client Adviser for several brokerages including C. J. Edwards & Co., Lance Jones Limited and Credit Suisse First Boston Australian Equities Private Limited.

His experience is based mainly on Equities and Fixed Interest. He has developed a respectable product knowledge and is able to offer practical advice on the planning and management of investment portfolios tailored specifically for the client.

Personal Interests

Bob's other interests are in farming and in keeping contact with fellow members of 5 Course NST 10(GR) Sqdn.RAAF.