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Choice Capital
Choice Capital

With a fresh approach to financial wellness, our team is here to make you feel supported and in control.

We talk in simple, everyday language so you understand everything, all in a no pressure environment.

Book an appointmentBook an appointment
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We rely on advice from professionals in all areas of our lives, our financial life is no different.

Choosing financial specialists to work with is a big decision and we want to make that easy for you by providing all the services you need in one place. Our experienced Financial Advisers and Lending Specialists are passionate about providing ongoing advice, education and support.

 

James Taylor

We started Choice Capital out of a desire to help more people make smarter financial decisions, to create richer livelihoods.

James Taylor

Managing Director

Meet your team

James Taylor

James Taylor

Managing Director
Christian Ryan

Christian Ryan

Director
Paul Leitzke

Paul Leitzke

Director | Senior Adviser
Amanda Hobbs

Amanda Hobbs

Director | Senior Adviser
Hamish Clark

Hamish Clark

Director | Senior Adviser
Nicholas Power

Nicholas Power

Director | Head of Operations
Kerry Keegan-Watson

Kerry Keegan-Watson

Brand & Culture Manager
Wilson Chen

Wilson Chen

Financial Adviser | Processes & Projects
Katarina Skold

Katarina Skold

Head of Lending
Christine Marie

Christine Marie

Lending Specialist
Emmy Magee

Emmy Magee

Lending Specialist
Nathan McLellan

Nathan McLellan

Lending Specialist
Georgie Paterson

Georgie Paterson

Senior Relationship Manager
Julie Dickinson

Julie Dickinson

Senior Relationship Manager
Angus Tyers

Angus Tyers

Financial Adviser
Amy Murphy

Amy Murphy

Financial Adviser
Shaun Guzzo

Shaun Guzzo

Financial Adviser
Fatuma Akalo

Fatuma Akalo

Associate Adviser
William Phillips

William Phillips

Associate
Shanny Sena

Shanny Sena

Associate
Beau Borg

Beau Borg

Associate
Andrew Matheson

Andrew Matheson

Account Manager
Nicola Murray

Nicola Murray

Client Services
Megan Stevens

Megan Stevens

CFO
Robert Bencic

Robert Bencic

Portfolio Manager
Peter Mavromatis PhD

Peter Mavromatis PhD

Senior Investment Consultant
Tom Elliott

Tom Elliott

Investment Consultant
Chrissie Betts

Chrissie Betts

Consultant
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Helping clients formulate a financial path forward, and seeing the benefits over time is what its all about.

James Taylor

Managing Director
  • CFP®
  • Grad,Dip (financial planning)
  • BBus (eco/finance)

I founded the financial planning arm of Choice Capital back in 2005 wanting to help and educate people to achieve their financial goals. My main focus now is on delivering a superior client experience, providing an enjoyable and stimulating environment for our team and guiding the strategic direction of the business. This is a fast-moving industry and I’m excited at the opportunities before us, beginning with our new client app, we’re always looking for ways to drive a better client experience.

This is a challenging but ultimately rewarding profession where people place their trust in us, and we work hard to ensure we repay that faith with financial certainty and peace of mind. The key to success is having a deep understanding of our clients’ ultimate goals and often helping them understand what those goals look like. This is achieved through asking the right questions, and actually listening to the answers!

Away from work, I’m generally still thinking about work – but that’s the price you pay for running a business!  Aside from work, I’m generally training for the next endurance event. Having already completed the Melbourne Ironman, North Face 50km trail run and Three Peaks 235K bike ride, I’m always on the lookout for the next challenge both personally and professionally.

Choice Capital
Choice Capital

Our process is designed to empower our clients to stay in control.

First Meeting

First Meeting

You talk, we listen. This is our chance to truly understand your needs and objectives and explain where we can add value. Can be face to face or via video conference.

Tailored Plan

Tailored Plan

Your team will research then present clear options for your consideration, with full transparency around any associated costs - integrity is a big deal to us.

Plan Implemented

Plan Implemented

Once you've decided on your best path, your team will ensure everything is taken care of and updating you along the way.

Staying on track

Staying on track

From regular updates to annual reviews, we're with you all the way to ensure you reach your goals even as things change. Your team is just a phone call away.

Corporate social responsibility is at the heart of who we are and goes beyond supporting our staff internally.

Our goal is to deliver positive, long-lasting impacts in the broader community, as well as reducing our carbon footprint. Our team are passionate about a number of causes and participate in regular fundraising activities.

 

“Kindness is a choice
Giving is a choice
Respect is a choice
Whatever choice
You make, makes you.
Choose wisely
Roy T. Bennet

Who we support+

Our team led “change by choice” program allows for all staff to nominate and vote on the social causes that matter most to them. Individual committees arrange quarterly events in our three main focus areas:

Wildlife & Climate Change
Human Welfare & Education
Health & Medical Research

Reducing our carbon footprint+

We’re certainly not perfect, and we are well our industry isn’t, but we are committed to making the changes we CAN today while paving the way for bigger change tomorrow. From our choices in stationery to loo rolls. From cycling to recycling, we continue to look for ways we can help protect Planet A.

Ways we’re giving back+

Check our blog and social media pages to learn more about how we’ve recently helped and our upcoming events.

How you can get involved+

We love it when our clients are as passionate as us about giving back to the community. Look out for more information in our newsletters and on our social media pages on ways you can help too.

Choice Capital is located in the heart of South Melbourne.

Choice Capital is located in the heart of South Melbourne.

Your first consultation with a financial adviser is free and lending services can generally be provided without charge. We’re here to answer any questions you might have about working with us and there are absolutely no strings attached.

Creating a better future is your choice and we can help you make it happen.
Chat to one of our team members.

Get in touch