Capstone Financial Services was founded in 2002 by Warwick Hawksworth who had a desire to create a rural based financial planning firm that provided quality advice locally. With offices situated throughout regional Victoria, seeking transparent and honest advice is easily accessible.
Our Staff
Our dedicated team possess the expertise, skills and knowledge to help you with your financial planning journey.
Warwick Hawksworth – Director / Senior Financial Adviser
CFP® FIFS FIPA
Warwick is the founding Director of Capstone Financial Services and has been in the financial services industry since 1975.
Warwick holds the designation of Certified Financial Planner (CFP), Certificate of Business Studies – Accounting, is a Registered Tax Agent and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Warwick is a Member of the Financial Planning Association, a Fellow of the Institute of Public Accountants, a Fellow of the Institute of Financial Services and a Member of the National Tax Agents Association and abides by all of their respective codes of professional conduct and ethics.
He possesses a wide range of skills and is passionate about educating his clients so they can make informed financial decisions. Warwick has significant experience in matters relating to Investment Structures and Retirement Planning.
Click on the below locations to view Warwick’s Adviser Profiles
Ballarat Geelong Mildura Echuca Shepparton
Robert Parker – Senior Financial Adviser
B.Bus (Acc), Grad Dip Bus (Admin), CPA, Adv Dip FS (FP), AFP®
Robert is based in the Ballarat office and is our Senior Financial Adviser. With insights and experience in both the Accounting and Financial Planning world, Rob brings a unique set of skills to the business. With a Bachelor of Business (B.Bus), a Graduate Diploma in Business Administration and an Advanced Diploma of Financial Services (Financial Planning), Rob can assist you with a variety of planning issues.
He has exceptional knowledge of Accounting Structures, Margin Lending and Insurance Products and is well positioned to help you on your financial planning and wealth strategy.
View Adviser Profile here (pdf)
Michael Bond – Senior Financial Adviser
Adv. Dip. FS (FP), AFP®
Michael is based in the Geelong office and is our Senior Financial Adviser. Holding an Associate Diploma of Business (Office Administration), a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning), Michael is well poised to help you with your planning requirements.
With over 25 years in the financial services sector, Michael continually demonstrates his desire to help clients improve their lives by maximising their financial opportunities. Whether it’s through retirement planning, Superannuation strategies or Centrelink entitlements, Michael ensures strategies undertaken are totally aligned with overall client wellbeing.
View Adviser Profile here (pdf)
Greg Smart – Senior Financial Adviser
AIFS, Dip FP, CFP®
Greg is situated in Northwestern Victoria in Mildura and is our Senior Financial Adviser. With a Certificate of Business Studies, a Diploma of Financial Planning and a Certified Financial Planner, Greg has over 25 years’ experience.
His passion lies with developing and managing strategies to improve clients’ lives. Greg’s areas of specialisation include Listed Securities, Superannuation and Retirement Planning. Greg enjoys the challenge of uncovering strategic solutions for clients and has become an authority in the area of Centrelink.