Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Family, finance, and ultra-marathons | Meet David Rossbach

13:54
 
Share
 

Manage episode 478903922 series 3550961
Content provided by Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Join us as David Rossbach shares his journey to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice has shaped his career.

David opens up about mentoring, working with medical professionals, balancing family life with ultra-marathon training, and why he loves what he does.

  • (00:00 - 03:32) David Rossbach's journey into financial planning
  • (03:32 - 05:16) The difference between the UK experience and Capital Partners
  • (05:16 - 07:10) The liberation of working at Capital Partners
  • (07:10 - 08:16) Mentoring others and learning from client interactions
  • (08:27 - 09:56) Working with medical professionals
  • (10:04 - 10:50) Balancing work, family, and his own passions
  • (11:44 - 12:31) Focusing on providing opportunities for the future generations

For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us [email protected].

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 478903922 series 3550961
Content provided by Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Join us as David Rossbach shares his journey to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice has shaped his career.

David opens up about mentoring, working with medical professionals, balancing family life with ultra-marathon training, and why he loves what he does.

  • (00:00 - 03:32) David Rossbach's journey into financial planning
  • (03:32 - 05:16) The difference between the UK experience and Capital Partners
  • (05:16 - 07:10) The liberation of working at Capital Partners
  • (07:10 - 08:16) Mentoring others and learning from client interactions
  • (08:27 - 09:56) Working with medical professionals
  • (10:04 - 10:50) Balancing work, family, and his own passions
  • (11:44 - 12:31) Focusing on providing opportunities for the future generations

For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us [email protected].

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

  continue reading

45 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play