Capstone Financial Planning
Overview
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
Location
15 Armstrong St S, Ballarat Central VIC 3350
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A recent review praises Capstone Financial Planning for its good customer service.
Customer service stands out as a positive feature.