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Showing 11 - 20 of 21 results for "Capstone Financial"

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... that would be expected if they were to recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups ...

Praemium appoints head of distribution

ALEX BURKE  |  THURSDAY, 29 SEP 2016
... Prior to that, he was a managing partner at 3rdphase and has held senior roles at Endowment Bond Exchange, Capstone Financial Planning, Skandia and netwealth. Praemium also appointed a business development manager, Kylie Paton, who joins the firm from ...

InterPrac appoints advice manager from Capstone

ALEX BURKE  |  TUESDAY, 26 APR 2016
InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... Madison Financial Group has appointed a new national practice development manager. Jamie Johns joins Madison from Capstone Financial Planning, where she was national business manager. She has also held positions at Bendigo Adelaide Bank and OnePath. ...

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... under advice and $70 million in risk premiums. Madison FG has appointed former national business manager at Capstone Financial Planning, Jaime Johns, to support the growing number of advisers. Johns is now national practice development manager and she ...

Capstone/BGL to deliver online AFSL authorisation

ALEX BURKE  |  TUESDAY, 4 AUG 2015
Capstone Financial Planning and SMSF administration services provider BGL are partnering to deliver online Australian Financial Services Licence authorisation to accountants. The partnership will enable BGL clients to apply online for an AFSL via a ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Financial Group, Infocus Money Management, Consultum Financial Advisers, Industry Fund Financial Planning and Capstone Financial Planning. Former investment consultant, Lukasz de Pourbaix, has been promoted to head up the Lonsec investment consulting ...

FPA meets with Capstone on remuneration

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Jo-Anne Bloch, chief executive at the Financial Planning Association (FPA), has met with Capstone Financial Planning to discuss potential changes ahead to planner remuneration models. Bloch's presentation in Melbourne was designed to provide the network's ...

Capstone FP eyes more practices

MICHAEL HOBBS  |  TUESDAY, 28 JUL 2009
Capstone Financial Planning is using the dealer group's independent label to attract more financial planning practices to its ranks - with over 10 practices expected to join in the next 12 months. Grant O'Riley, managing director at Capstone Financial ...

Capstone expands after adding advisers

Capstone Financial Planning has announced plans to expand its business, after strong growth in 2003 and the addition of new advisers under its Australian Financial Services licence mandate. Capstone managing director Grant O'Riley said the company would ...