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Search ResultsShowing 1 - 10 of 15 results for "Capstone Financial Planning"
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 ...
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 to ...
Madison appoints national practice development manager
ALEX BURKE  |  FRIDAY, 20 NOV 2015
... 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. "The demographics ...
Madison FG grows advisers by 20%
LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... 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 will ...
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 ...
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