Capstone Financial Planning Email Format

Financial ServicesVictoria, Australia11-50 Employees

Capstone Financial Planning is a privately held financial services firm based in Melbourne, Victoria, founded in 2002. It supports professional financial advisers by delivering a comprehensive, bias-free proposition and competitive adviser fees. The company provides resources, tools, and tailored coaching to help advisers establish, maintain, or grow their practices, with an emphasis on ethical and high-quality support. Its operations rest on four pillars: technology, marketing and communications, professional standards, and practice coaching and development, and it relies on extensive use of technology and professional indemnity coverage.
Its focus is on delivering genuine value to clients through adviser services, supported by a privately owned, mid-sized organization that maintains a personal approach. In June 2025, Capstone Financial Planning Pty Ltd appointed Marcus O'Sullivan as Executive Manager Growth and Development.

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