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Showing 41 - 50 of 52 results for "Capstone"

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 ...

Colonial First State partners with UTS

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
... collaborative research projects, an industry Doctorate program, HDR/PhD student projects including student internships, Capstone projects, training and development, contract research and other opportunities. "We firmly believe in the power of data analytics ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... group 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
... in funds 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 ...

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 ...

Secondary market for private equity heats with billion dollar deal

ALISON BEVEGE  |  FRIDAY, 29 JUL 2011
... Private Equity Group and AlpInvest Partners in the first half of 2011. David Chamberlain, responsible for fundraising at Capstone Partners, said there has been a clear, positive change in the fundraising market, but the figures still did not look good. ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Lonsdale 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 ...

Meritum gets its advisers online

CHRIS NICHOLLS  |  TUESDAY, 15 MAY 2007
... product providers," he said. Other DMS clients to adopt the product include RetireInvest, Guardian, Bongiornos, Consultum, Capstone, Millennium 3 and FSP. DMS is a subsidiary of InvestmentLink, a top provider of e-commerce solutions to the financial ...