Capstone Financial Planning Pty Ltd - Melbourne (VIC)

5 /5 Helen Stevenson: Fabulous licensee. Capstones extensive back-office team provide the capability of delivering all services that are promised - across IT, compliance, marketing, revenue, etc. I have been part of the Capstone network for approximately 5 years and am delighted with the services I receive. The team are extremely knowledgeable and are always happy to assist as needed. I would recommend Capstone to any adviser seeking to go out on their own.

5 /5 Jason Dudenas: Capstone Financial Planning should be at the top of your list for a Licensee. Grant and his AMAZING team give a down to earth and personalised approach to supporting practices. If you share your dream - they will support you to make it happen!

5 /5 David Fleming: I have been very happy with Capstone as a dealer group. They have very sensible compliance and product rules, allowing flexibility in meeting clients needs. Staff are extremely helpful and keen to help advisers.

5 /5 Rohan Lodhia: I am traditionally a qualified accountant specialised at corporate level , planning to move into Financial Services advisory ( my own practice) in Melbourne. Given current regulatory changes in the industry no single educational or professional body was able to give me a clear & concise advice as per what pathway or roadmap should be. I just called Reception asking for some guidance and was forwarded to a someone called David who provided me 25 mins advise on phone which he knew wouldn’t have progressed into any fees or revenues. Having worked in finance industry for 10 years myself I know that nothing is free and a transparent advice of any sort is close to impossible even after being charged a hefty fee. Therefore, I would trust the competency level of someone who values ethical behaviour anytime over someone who doesn’t. A true professional! Well done.

5 /5 John Nisbett: Whenever I sought help or reached out to capstone I have majority of the time had good response time and help can I can see has helped and added value and a better position better outcome and have appreciated all the help.