Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
42
self-reported band not used
Founded
2002
24 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Public Company
self-reported
Legal entity
1 brand → 1 confirmed entity
CAPSTONE FINANCIAL PLANNING PTY LTD
ABN24093733969
Legal entities
Show as table · Capstone Financial Planning: 1 registry entity
| CAPSTONE FINANCIAL PLANNING PTY LTD | ABN 24093733969 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Capstone was established in 2002 with a pioneering vision that fundamentally remains the same today:
To help professional financial advisers become successful through the provision of a complete value proposition that had no product bias and leading-edge fees/charges.
We focus on you – by providing the professional resources, tools and support services you need to establish, maintain or grow a successful business. We understand that no business is the same and that’s why we tailor our approach to what you need.
We believe that our support makes a difference, which is why we are committed to doing it ethically and exceptionally well.
We offer a leading-edge operating environment to provide our advisers with the opportunities to cultivate meaningful client relationships and to develop successful, thriving practices.
We’re a little different from other licensees – and we love that. How?
We are 100% privately owned We have no product ownership, incentives or bias We offer a full service model via our four pillars of support (Technology, Marketing and Communications, Professional Standards and Practice Coaching and Development)
We provide highly competitive adviser fees and charges We have quality professional indemnity coverage We utilise technology extensively across our business and a recognised as an industry leader We offer tailored coaching support, which we’ve been doing for over 20 years In addition to our own professional brand, we work with likeminded strategic partners.
As a privately held and managed company, we have the size, scale, flexibility and agility to maintain a personal approach to the way we work together.
As the financial advisory profession becomes increasingly competitive, financial advisers and accountants need to ensure they are providing genuine value. This is where we can help. Our collective team is focused on your success and helping you provide real value to your clients.
Specialties
All 10 specialties
- AFSL
- Website development
- practice support
- Xplan support
- Licensing solutions for accountants
- Licensing solutions for financial advisers
- Training
- Compliance
- Marketing
- Business development support
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU607 Bourke St; Level 1; Melbourne, Victoria 3000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
Which legal entity operates under Capstone Financial Planning?
One Victoria entity on the ABR: CAPSTONE FINANCIAL PLANNING PTY LTD (ABN 24 093 733 969), high confidence.
How many people work at Capstone Financial Planning?
42 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Capstone Financial Planning have offices?
One address on record, Australia only. Primary: 607 Bourke St, Level 1, Melbourne, Victoria 3000.
Has Capstone Financial Planning raised funding?
None linked to this brand.
What does Capstone Financial Planning list as its specialties?
Ten tags on the brand's own list, among them marketing, training and website development.
Which companies are listed alongside Capstone Financial Planning?
23 profiles list Capstone Financial Planning as a peer — 96th percentile in Financial Services. It lists ten peers of its own. Centrepoint Alliance and Fortnum list it back.