Capstone Financial Planning was established in July 2002 and is now one of Australia’s leading Financial Planning licensees. A privately owned organisation; Capstone are not owned by a bank, fund manager or financial institution. Warwick played a major role in the establishment of Capstone and is a Director and major shareholder of Capstone Financial Planning.
What services does a licensee provide?
Capstone provide a premium support structure to enable professional planning advice to be passed from Advisers to clients. Our Financial Advisers are provided with one of the broadest approved product lists on the Australian market. Capstone’s approved products are selected by a third-party research firm and Advisers are free to utilise ‘best of breed’ products and investment platforms from this list. This association allows choice, flexibility and autonomy in our business transactions and allows a broad range of financial planning solutions to you, as clients.
Capstone Financial Planning Pty Ltd
ABN 24 093 733 969
Australian Financial Services Licence No. 223135
L 14, 461 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900