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Showing 1 - 10 of 20 results for "Capstone Financial"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... movements, netting a loss of 18 advisers to take its total number of representatives to 252. About 13 advisers left Capstone Financial Planning to bring its representatives to 256. On a year-on-year comparison, the total number of active advisers at ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... business coaching and product development. Prior to joining Madison, Johns was national network manager at Capstone Financial Planning. She also worked at ING, AXA, Bendigo and Adelaide Bank, Genesys Wealth and AMP. ASX-listed Clime Investment Management ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Planning (427), Interprac Financial Planning (301), Merit Wealth (275), Lifespan Financial Planning (270) and Capstone Financial Planning (269).

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... trustee services provider MSC Group's chief operating officer. Prior to this, she has worked at Challenger, IOOF, Capstone Financial Planning and AMP. She will lead the development of Hejaz's adviser network. "Muslims are a growing but underserved financial ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... risk advisers have the largest market share in the risk advice segment. Lifespan Financial, GWM Adviser and Capstone Financial are the fastest-growing licensees, each adding 29, 31 and 56 advisers respectively over the period. Bank-owned AFSLs continue ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... Financial Services gained 26 and Insight Investment Services doubled in size - going from 25 advisers to 50. Capstone Financial Planning and Fortnum gained 22 advisers each while Sequoia picked up 20. Macdonald thinks, looking forward to 2021, that the ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... he moved on to work as a business development manager at Australian Unity and network development manager at Capstone Financial Planning. Lifespan chief executive Eugene Ardino said Gershkov's experience in practice management would be invaluable ...

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 ...
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