Our People

At Capstone, you’ll be serviced by a team of highly educated specialists who have experience in both financial services and other professional sectors. Why is this important? Because it means they have a broader depth of knowledge and can advise you on best practice across an array of areas regarding managing your business.

Our internal collective team is comprised of an array of specialists based in Australia and the Philippines including Risk and Compliance Officers, an Xplan support helpdesk, Technology coaching resources,
Marketing generalists, Paraplanners, Technology Developers and System Analysts, Education and Research Officers, Compliance Analysts, Business Coaches and Accountants– led by a capable and committed Management Team.