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Showing 21 - 30 of 40 results for %22Capstone Financial%22

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... announcement to exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. The ...

Former Labor senator joins Sargon

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... regulatory and policy settings and the evolving nature of superannuation." Conroy described his appointment to as "the perfect capstone" to his prior experiences, noting the considerable time he spent in parliament focusing on both superannuation and ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... in high demand. As such, these will be offered as an advanced course in the new Master's program, together with a capstone unit that integrates skills learnt across all subject areas. There are more than 25,000 individuals currently licensed by ASIC ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... list at 34%. Close behind are the National Tax and Accountants' Association (32%), State Plus (30%) and Capstone Financial Planning (31%). Smaller, non-aligned or employee-owned licensees appear to have far higher ratios of women, accounting for ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... least one former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL, Lifespan ...

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 ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning ...

ASIC cancels AFSL licences

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... comply with a number of key obligations. Rebate Financial Services, a Melbourne-based licensed securities dealer, and Capstone Capital, a Perth-based financial services company which specialises in stockbroking, corporate finance and advisory services ...

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 ...