What departments does Capstone Financial Planning have?

Capstone Financial Planning has employees across 6 departments including Media & Communications, Operations, Healthcare Services, Marketing, Legal.

What is the largest department at Capstone Financial Planning?

The largest department at Capstone Financial Planning is Media & Communications with 3 employees.

Where are Capstone Financial Planning employees located globally?

Capstone Financial Planning has employees across 3 continents and 3 countries including Philippines, United States Of America, 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
33

Australia
33

Asia
5

Philippines
5

North America
1

United States Of America
1

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
M. O.
Executive Manager, Growth And 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

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

Location

Last Update

D. R.
Senior Risk And Compliance Officer
Mobile Phone
Email
Australia
Jun 27, 2026
E. X.
Professional Standards Officer
Mobile Phone
Email
Australia, Victoria
Sep 09, 2026
B. L.
Licensing And Education Coordinator
Mobile Phone
Email
Sep 19, 2026
L. T.
Authorised Representative
Mobile Phone
Email
Aug 23, 2026
S. M.
Xplan Support Officer
Mobile Phone
Email
Jan 01, 2026
J. D.
Marketing & Communications Coordinator
Mobile Phone
Email
Australia, Victoria
Feb 10, 2026
B. H.
Risk & Compliance Officer
Mobile Phone
Email
Australia, Victoria
Sep 24, 2026

Frequently Asked Questions

What is Capstone Financial Planning known for?

Capstone Financial Planning was founded in 2002 and operates in the Financial Services industry. You can contact Capstone Financial Planning's 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 F.Last@capstonefp.com.au. 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 September 2026. These team members are located across 3 continents, including Oceania, Asia and North America.

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

As of September 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.
Executive Manager, Growth And Development: M. O.
Xplan & Technology Development Manager: S. B.

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Capstone Financial Planning Employee Directory

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