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 Echuca Shepparton
Nathan Rogers – Senior Financial Adviser
CFP® BCom Adv Dip FP
Nathan has been providing Financial Advice to individuals, companies, trusts and SMSFs for 20 years, to clients throughout the wider Victorian region.
Nathan prides himself on building quality, lasting and trusting relationships with clients from all walks of life, helping them to make informed decisions on all aspects of their financial lives.
He has a particular focus on educating his clients so that they can enter into major financial decisions with full confidence.
View Adviser Profile here(pdf)