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Showing 1 - 10 of 19 results for "Capstone Financial Planning"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 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 the end of ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... 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 acquired ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... (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
... 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 ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... 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 industry ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... 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 at this ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... 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 38% of total ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... 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 Financial ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... 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 to have ...

Praemium appoints head of distribution

ALEX BURKE  |  THURSDAY, 29 SEP 2016
... 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 a distribution ...
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