Phone: 1300 135 202
Email: capstone@warwickfs.com.au

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Client Services Staff

Geelong Office  

Maria Moore

Ballarat Office     

Glenda McKay

Trish Hibberd

Debbie Anderson

Echuca Office

Tanya Keele

Shepparton Office     

Katrina Coulsell
Glenys Phillips

Maria Moore

Maria joined our team at Geelong in 2011. Previous to this she held customer service roles with VicRoads and ANZ Bank. She provides administrative support to the Geelong office and district clients.

Maria liaises directly with our Geelong clients in relation to their Centrelink enquiries and updates.

Glenda McKay

Glenda came to Capstone in 2000 bringing with her over thirty years administration experience as a personal assistant and office manager in the local government and retail sectors.
Glenda works full-time providing administration support with Debbie in the Ballarat office.

Trish Hibberd

Trish joined the Capstone Financial Services (Ballarat) office in 2014. Trish has over 20 years experience in the Financial Planning and Insurance Industries as a Financial Administrative Assistant. Trish has a Certificate IV in Business Administration and is ASIC PS146 Tier 2 General Insurance Compliant.

Debbie Anderson

Debbie joined Capstone in 2018 in our Ballarat office. Debbie works full time providing administrative support with Glenda.

Tanya Keele

Tanya was appointed to our Echuca office as Client Administration Officer in March 2016. Tanya has extensive experience in the banking industry having previously held a Branch Manager role with the NAB and more recently roles within the insurance sector and business administration services.

Katrina Coulsell

Katrina was appointed to our Shepparton Office as the Administration Officer in January 2016. She has over 25 years experience in office administration and as a Personal Assistant in the Building and Manufacturing industry.

Glenys Phillips

Glenys has previously worked at IOOF and joined the Capstone team in 1999. She provides administration support for the business and looks after tax clients for the northern part of Victoria.

 

Accounting Needs

Graeme Hawksworth

Graeme is based in suburban Melbourne servicing the tax requirements for Capstone Financial Services. Graeme holds a CPA accreditation and is available for appointments at Capstone Financial Planning’s head office in CBD Melbourne.

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Capstone Financial Services Pty Ltd is a CAR (No. 305345)
of Capstone Financial Planning Pty Ltd. AFSL No. 223135.
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