Capstone Financial Planning

About

Capstone Financial Planning is a privately owned Australian licensee based in Melbourne, supporting financial advisers and accountants across the country. The team offers a flexible licensing model, catering to both those providing limited advice - like SMSF setup and superannuation guidance - and fully qualified advisers seeking comprehensive support. Their approach blends practical business advice with a genuine focus on helping advisers grow and deliver better outcomes for their clients.

With a reputation for being approachable and down to earth, Capstone is known for its collaborative culture and strong service ethos. Advisers working with Capstone benefit from a suite of support services, from compliance and education to marketing and technology, all designed to make running a financial advice practice smoother and more effective.

What Capstone Financial Planning offers

• Financial adviser licensing and authorisation
• Compliance support and risk management
• Business coaching and practice development
• Technology solutions for advisers
• Marketing and communications support
• Research and paraplanning services
• Training and ongoing education

What people say

Why choose them

• Privately owned and not institutionally aligned
• Located in Melbourne CBD with national reach
• Flexible licensing tiers for accountants and advisers
• Strong focus on adviser community and peer support
• Access to leading-edge business systems
• Personalised, relationship-driven service culture

More financial advisory nearby

Contact

Phone

03 5333 3195

Address

15 Armstrong St S, Ballarat Central VIC 3350

Website

capstonefp.com.au

Hours

• Monday9am – 5pm
• Tuesday9am – 5pm
• Wednesday9am – 5pm
• Thursday9am – 5pm
• Friday (today)9am – 5pm
• SaturdayClosed
• SundayClosed