What we do

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Our focus is on your success and helping you achieve your aspirations

We provide comprehensive solutions to support your business.

As a privately owned licensee we provide the resources, tools and support services you need. This includes an extensive Approved Product List through Lonsec including an extensive range of Platforms, Risk insurers and Stock brokers, as well as a complete suite of business support services.

We take a personal approach to the way we work with you and don’t believe in a one size fits all approach.

When you choose Capstone as your Licensee, you’ll have access to everything you need to run a successful practice including Technology, Marketing and Communications, Professional Standards and Practice Coaching and Development.

With a dedicated Onboarding and Education Team, comprehensive induction program and extensive training calendar, you will become operational very quickly and have regular opportunities to develop professionally.

Capstone have a range of authorisations designed to meet your needs depending on your areas of focus. It’s all about you and your business.

Learn more about Capstone

Our Location
Level 1, 607 Bourke St, 

Melbourne VIC 3000
Copyright © 2024. Capstone Financial Planning Pty Ltd. All rights reserved.
ABN 24 093 733 969. Australian Financial Services Licence No. 223135.