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

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Experience

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

 

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)

 

 

 

 

 

 

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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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