Capstone Financial Planning Information
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Capstone Financial Planning
Summary
Capstone Financial Planning has been in the industry for 24 years. The company currently specializes in the Financial Services area. Its headquarters is located at AU. The estimated number of employees - 41. To connect with Capstone Financial Planning employee register on SignalHire.
Organization Website | capstonefp.com.au |
Phone Number | 0386220700 |
Industries | |
Headquarters Location | 607 Bourke St, Melbourne, Victoria, 3000 AU |
Employees Size | 100-200 employees |
Specialties | Licensing solutions for accountants, Licensing solutions for financial advisers, Training, Compliance, Marketing, Business development support, AFSL, Website development, practice support, Xplan support |
Founded | 2002 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Capstone Financial Planning shows a diverse range of experience levels:
3% have been with the company for less than 1 year7% for 1–2 years13% for 3–4 years10% for 5–7 years13% for 8–10 years53% have over 11 years of service at Capstone Financial PlanningDiscover More
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Capstone Financial Planning
Rachael Beveridge
Head of Marketing and Communications
Kym Turner
Head of Coaching & Development
Belinda Lloyd
Licensing and Education Coordinator
Jo Leditschke
Risk and Compliance Officer
Ian Rogers
Senior Risk & Compliance Officer
Tim McCallum
Practice Manager WA & SA
Steve Bondietti
Licensing & Operations Manager
Steven McMeechan
Marketing and Communications Manager
Vicki Carr
Financial Adviser
Ricardo Bernal
Technology Coach / Advice Technology Consultant
Christy Wang
Risk and Compliance Officer / Auditor
Kellie Killgallon
Practice Principal at Numero Wealth
Stephen King
Team Leader - Technology Support
Premjeet Gill
Executive Manager Risk & Compliance
Marcus OSullivan
Executive Manager, Growth and Development.
Kim McDonald
Practice Coach - Capstone Financial planning
Aaron Muller
Risk Compliance Officer
Sara Martin
Xplan Support Officer
Thomas ORiley
Team Leader - System Analysts
Simon Bayley
Xplan & Technology Development Manager
Christine Webb
Technology Support Consultant
Cecilia Nouvelle Embalzado
Paraplanner
David Brown
Risk and Compliance
Sophia Wellam
Client Services Officer
Maryam Decorion
Paraplanner
Rhea Durana
Paraplanner
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FAQ
Capstone Financial Planning operates in the Finance industries. More details can be found on the official website: capstonefp.com.au.
The headquarters of Capstone Financial Planning are located in Melbourne, Australia.
You can contact Capstone Financial Planning by phone at 0386220700.
Capstone Financial Planning currently employs 100-200 people.
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