During the completion of his Bachelor of Commerce at the University of New South Wales, Kapil commenced his career at a boutique financial advisory firm specialising in advising Self-Managed Super Fund clients. During this time, he developed a strong foundation in wealth planning, superannuation and risk management.
Kapil works closely with clients who are in the wealth creation phase, developing investment strategies that carefully consider tax structuring, capital efficiency and long-term wealth accumulation. For clients who have already established significant wealth, he provides strategic advice focused on wealth preservation, intergenerational transfer and governance, working with both current and future generations to support the orderly stewardship of family wealth.
Kapil also provides investment advice to the Anthony Rothe Memorial Trust
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This webpage has been prepared by Ironbark Private Wealth.
This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.