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CAPSTONE FINANCIAL PLANNING PTY LTD
AFSL 223135 · ABN 24093733969 · MELBOURNE, VIC · Licensed since 2002
IndependentNational
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230
Advisers
18.4 yrs
Avg. adviser experience
7
States
4%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 68%SMSF Assoc. 7%CPA 10%CA ANZ 8%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, SA, TAS, VIC, WA
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