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 appointment
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.
We started Choice Capital out of a desire to help more people make smarter financial decisions, to create richer livelihoods.
James TaylorManaging Director
Meet your team
James TaylorManaging Director
Paul LeitzkeDirector | Senior Adviser
Amanda HobbsDirector | Senior Adviser
Hamish ClarkDirector | Senior Adviser
Nicholas PowerDirector | Head of Operations
Kerry Keegan-WatsonBrand & Culture Manager
Wilson ChenFinancial Adviser | Processes & Projects
Katarina SkoldHead of Lending
Christine MarieLending Specialist
Emmy MageeLending Specialist
Nathan McLellanLending Specialist
Georgie PatersonSenior Relationship Manager
Julie DickinsonSenior Relationship Manager
Angus TyersFinancial Adviser
Amy MurphyFinancial Adviser
Shaun GuzzoFinancial Adviser
Fatuma AkaloAssociate Adviser
Andrew MathesonAccount Manager
Nicola MurrayClient Services
Robert BencicPortfolio Manager
Peter Mavromatis PhDSenior Investment Consultant
Tom ElliottInvestment Consultant
Helping clients formulate a financial path forward, and seeing the benefits over time is what its all about.
- 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.
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
You make, makes you.
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.
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.