What departments does Capstone Financial Planning have?

Capstone Financial Planning has employees across 6 departments including Marketing, Engineering, Operations, Education, Support.

What is the largest department at Capstone Financial Planning?

The largest department at Capstone Financial Planning is Marketing with 3 employees.

Where are Capstone Financial Planning employees located globally?

Capstone Financial Planning has employees across 2 continents and 2 countries including Philippines, Australia.

How has Capstone Financial Planning's team size changed over time?

Capstone Financial Planning's team has grown from approximately 41 to 42 employees based on available data.

Capstone Financial Planning Employee Directory

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.

Capstone Financial Planning Global Highlights

Oceania
34

Australia
34

Asia
4

Philippines
4

Capstone Financial Planning's Leadership

R. B.
Head Of Marketing And Communications
Mobile Phone
Email
R. H.
Head Of Accounting And Corporate Operations
Mobile Phone
Email
K. T.
Senior Practice Manager (previously Head Of Coaching & Development)
Mobile Phone
Email
S. B.
Xplan & Technology Development Manager
Mobile Phone
Email
S. B.
Licensing & Operations Manager
Mobile Phone
Email
S. M.
Marketing And Communications Manager
Mobile Phone
Email
D. F.
Manager
Mobile Phone
Email
R. L.
Professional Standards Manager
Mobile Phone
Email

Capstone Financial Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Branding
Accounting
Finance
Other

Contact profiles from Capstone Financial Planning

Name

Title

Contact Info

Location

Last Update

R. B.
Head Of Marketing And Communications
Mobile Phone
Email
AustraliaVictoria
May 19, 2026
K. T.
Senior Practice Manager (previously Head Of Coaching & Development)
Mobile Phone
Email
Apr 16, 2026
R. H.
Head Of Accounting And Corporate Operations
Mobile Phone
Email
AustraliaVictoria
Feb 10, 2026
S. B.
Xplan & Technology Development Manager
Mobile Phone
Email
AustraliaVictoria
Feb 10, 2026
S. B.
Licensing & Operations Manager
Mobile Phone
Email
Australia
Apr 14, 2026
S. M.
Marketing And Communications Manager
Mobile Phone
Email
AustraliaVictoria
May 19, 2026
D. F.
Manager
Mobile Phone
Email
AustraliaSouth Australia
Feb 22, 2024
R. L.
Professional Standards Manager
Mobile Phone
Email
AustraliaVictoria
Feb 05, 2024
I. R.
Senior Risk & Compliance Officer
Mobile Phone
Email
AustraliaVictoria
Apr 15, 2026
D. R.
Senior Risk And Compliance Officer
Mobile Phone
Email
Australia
Feb 10, 2026

Frequently Asked Questions

What is Capstone Financial Planning known for?

Capstone Financial Planning was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 607 Bourke Street Level 1 Melbourne, Victoria 3000 Australia; you can contact the main corporate office by phone at

+61-1300-306****

. Explore Capstone Financial Planning's company overview page for more information.

What is Capstone Financial Planning's most common email format?

Capstone Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capstone Financial Planning email formats with LeadIQ.

How many employees does Capstone Financial Planning have currently?

Capstone Financial Planning has approximately 41 employees as of April 2026. These team members are located across 2 continents, including OceaniaAsia.

Who are Capstone Financial Planning's key employees and leadership?

As of April 2026, Capstone Financial Planning's key employees include:

Head Of Marketing And Communications: R. B.
Head Of Accounting And Corporate Operations: R. H.
Senior Practice Manager (previously Head Of Coaching & Development): K. T.
Xplan & Technology Development Manager: S. B.
Licensing & Operations Manager: S. B.

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Capstone Financial Planning Employee Directory

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