Capstone Financial Planning was established in July 2002 and is now one of Australia’s leading financial planning licensees. An independently owned and operated organisation; Capstone are not owned by a bank, fund manager or financial institution.
Capstone provide a premium support structure to enable professional planning advice to be passed from Advisers to clients.
Financial Advisers are provided with one of the broadest approved product lists on the Australian market. Capstone’s financial product range is not influenced by any relationship program as Capstone subscribes to independent research and all products are individually assessed on their own merits. Advisers are free to utilise ‘best of breed’ products and investment platforms from this list. This association allows choice, flexibility and autonomy in our business transactions and allows a broad range of financial planning solutions to you, as clients.
Oracle Life Solutions Pty Ltd (Oracle Life) is a Corporate Authorised Representative (No.324820) of Capstone Financial Planning Pty Ltd.
Capstone Financial Planning Pty Ltd
ABN 24 093 733 969
AFSL / ACL No. 223135
Level 14, 461 Bourke St Melbourne Vic 3000
Phone: 1300 306 900