Capstone is a leading, national privately owned licensee with a complete range of back office support services to help you grow your business. Your success is our focus, and to support your business we offer a range of support services usually only found in large institutionally-owned licensees. We offer four levels of authorisation (called "tiers").
This allows you to choose the level of support that's best suited to your business and advice needs. You may wish to access additional support and services as your business grows. With Capstone this is made easy as you can move between tiers as your business and advice needs change - allowing you the flexibility to scale our services to your needs.
This allows you to choose the level of support that's best suited to your business and advice needs. You may wish to access additional support and services as your business grows. With Capstone this is made easy as you can move between tiers as your business and advice needs change - allowing you the flexibility to scale our services to your needs.
Services
Established in 2002, Capstone Financial Planning is now one of Australia's leading financial services Licensees. Capstone is a privately owned and operated organisation, which means we are not owned by a bank, fund manager or financial institution.
This allows the group to offer tailored and flexible solutions to our national network of financial advisers and accountants, a characteristic becoming increasingly rare in an era of institutional consolidation.We focus on you, providing you with support and resources conducive to business growth. We understand that no business is the same and that's why we have varying levels of authorisation.
This allows the group to offer tailored and flexible solutions to our national network of financial advisers and accountants, a characteristic becoming increasingly rare in an era of institutional consolidation.We focus on you, providing you with support and resources conducive to business growth. We understand that no business is the same and that's why we have varying levels of authorisation.
Quite often institutionally-owned Licensees lack a relationship focus and really don't get to know your business thus leaving advisers feeling disillusioned and professionally compromised by the one size fits all approach that includes the confines of a restricted product list.
At Capstone we're different, we are privately owned, provide an extensive APL through Lonsec including a very broad range of platforms, risk insurers and stockbrokers, as well as a full back room service offering.When you choose Capstone as your Licensee, you'll have access to all the advice, support services, and resources you need to run a successful practice.
At Capstone we're different, we are privately owned, provide an extensive APL through Lonsec including a very broad range of platforms, risk insurers and stockbrokers, as well as a full back room service offering.When you choose Capstone as your Licensee, you'll have access to all the advice, support services, and resources you need to run a successful practice.
Capstone offers four levels of authorisation. The level of authorisation you require will depend on the type of advice you wish to provide to your clients. Please note that individual file attachments must not be larger than 5MB and the combined total of attachments must not exceed 25MB.
Based on the information you have provided, confirm whether you qualify for Tier one, two, three or four; or notify you whether you need to undertake any further training requirements in order to satisfy criteria for authorisation.3. A certified copy of your driver licence or passport. 4. A copy of your Curriculum Vitae.
Based on the information you have provided, confirm whether you qualify for Tier one, two, three or four; or notify you whether you need to undertake any further training requirements in order to satisfy criteria for authorisation.3. A certified copy of your driver licence or passport. 4. A copy of your Curriculum Vitae.
Capstone offers four tiers of authorisation. Generally speaking, tiers 1 and 2 are suitable for accountants while tiers 3 and 4 are more suitable for financial advisers. You can move between tiers as your business and advice needs change. Accountants who require basic authorisation and wish to provide advice regarding setting up or winding up an SMSF.
I have been with Capstone for over three years and have found them refreshing to deal with. They help you become the best version of your business. I can wholeheartedly commend Capstone to any planner. Capstone Financial Planning should be at the top of your list for a Licensee. Grant and his amazing team give a down to earth and personalised approach to supporting practices.
Reviews (8)
Jason Dudenas
Aug 15, 2021
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Helen Stevenson
Aug 12, 2021
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Fabulous licensee. Capstone's extensive back-office team provide the capability of delivering all services that are promised - across IT, compliance, marketing, revenue, etc. I have been part of the Capstone network for approximately 5 years and am delighted with the services I receive. The team are extremely knowledgeable and are always happy to assist as needed. I would recommend Capstone to any adviser seeking to 'go out on their own'.
David Fleming
Aug 09, 2021
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Chris Kouteris
Aug 05, 2021
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John Nisbett
Aug 05, 2021
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Rohan Lodhia
Oct 11, 2018
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I am traditionally a qualified accountant specialised at corporate level , planning to move into Financial Services advisory ( my own practice) in Melbourne. Given current regulatory changes in the industry no single educational or professional body was able to give me a clear & concise advice as per what pathway or roadmap should be.
I just called Reception asking for some guidance and was forwarded to a someone called David who provided me 25 mins advise on phone which he knew wouldn’t have progressed into any fees or revenues. Having worked in finance industry for 10 years myself I know that
I just called Reception asking for some guidance and was forwarded to a someone called David who provided me 25 mins advise on phone which he knew wouldn’t have progressed into any fees or revenues. Having worked in finance industry for 10 years myself I know that
Lucas Smithers
Sep 01, 2018
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Having worked as a Financial Planner for over 10 years for one of Australia's Largest licensees I made the decision to start my own business. I vetted a number of licensees and chose Capstone Financial Planning and I could not be more impressed. Great back end services, great tech program and a very helpful and informative compliance team. I would highly recommended Capstone Financial Planning to any Planner/ Adviser that is looking for a great support network to aide them in delivering quality advice. Big thanks to Barrie and Grant!
Mary Allison
Nov 25, 2017
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