Authorised representatives of CAPSTONE FINANCIAL PLANNING PTY LTD
1,055 people and firms have been authorised to act for CAPSTONE FINANCIAL PLANNING PTY LTD under AFS licence 223135 — the 49th largest of the 332 licensees with a page here. 404 of those authorisations are current; 783 have ended.
1,187authorisations
404current
783ended
680also authorised elsewhere
2002first on record
Why the licensee is the name that matters
An authorised representative acts for a licensee. Under AFCA's rules a complaint about a representative is normally made against the licensee — so if you dealt with someone on this page, CAPSTONE FINANCIAL PLANNING PTY LTD is usually the name that goes on the complaint, not theirs.
680 of the 1,055 representatives here have also been authorised by at least one other licensee. For those, the dates decide which licensee answers for which advice. How to read the dates.
AFS licence 223135 · ABN/ACN 24093733969 · licensed since 14/10/2002 · Victoria
Representatives of CAPSTONE FINANCIAL PLANNING PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 145 FINANCIAL PLANNING PTY LTD | 001254176 | 25/06/2019 | — | Current |
| 2020 WEALTH PTY LTD | 001281869 | 27/05/2020 | — | Current |
| 3 WISHEZ PTY LTD | 000432279 | 14/08/2021 | 31/01/2023 | Ceased |
| 4 PILLARS ADVISER SERVICES PTY LTD | 000407219 | 28/06/2011 | 17/01/2014 | Ceased |
| 452 ADVICE PTY LTD | 001261614 | 01/12/2018 | — | Current |
| A CLASS FINANCIAL SERVICES PTY LTD | 001272332 | 19/12/2018 | 30/04/2019 | Ceased |
| A FEW CRUMBS PTY LTD | 000471510 | 27/07/2019 | 13/10/2023 | Ceased |
| A.G.S FINANCIAL SERVICES PTY LTD | 001277479 | 01/12/2021 | — | Current |
| A.S.H. FINANCIAL PTY LTD | 001276732 | 02/07/2019 | — | Current |
| AAA SUPER SMART PTY LTD | 001276290 | 14/06/2019 | 14/01/2020 | Ceased |
| ABACUS WEALTH MANAGEMENT PTY LTD | 001282820 | 03/08/2020 | — | Current |
| ACCOUNT(ABLE) FINANCIAL PLANNERS PTY LTD | 000407410 | 03/08/2015 | 28/06/2017 | Ceased |
| ACCOUNTING ASSOCIATES WEALTH CREATION PTY LTD | 000409817 | 16/06/2020 | — | Current |
| ACCRUED WEALTH PTY LTD | 001276267 | 13/06/2019 | 17/09/2020 | Ceased |
| ACCURA SUPERANNUATION ADVICE PTY LTD | 001259614 | 03/06/2026 | — | Current |
| ACOLLINSFP PTY LTD | 001260963 | 01/01/2018 | — | Current |
| ACQUIRE STRATEGIC ADVISERS PTY LTD | 000428653 | 14/11/2016 | 16/06/2023 | Ceased |
| ACUITY WEALTH MANAGEMENT PTY LTD | 001293236 | 04/10/2021 | — | Current |
| AD ADVISORY FINANCIAL PLANNING PTY LTD | 001249524 | 08/11/2016 | — | Current |
| ADAMS FINANCIAL SERVICES PTY LTD | 000432790 | 01/01/2013 | 03/12/2024 | Ceased |
| ADAMS, MICHAEL CHRISTOPHER | 000432820 | 02/01/2013 | 03/12/2024 | Ceased |
| ADAMSON, ALISON ST CLAIRE | 000332054 | 16/02/2018 | — | Current |
| ADEPT FINANCIAL PLANNING PTY LTD | 000431619 | 02/08/2019 | — | Current |
| ADKINS, PETER ANDREW | 000252752 | 10/01/2019 | 23/12/2021 | Ceased |
| ADLAM, MARK ANTHONY | 000235886 | 11/12/2019 | — | Current |
| ADLAM, ROBERT BRUCE | 000341083 | 01/02/2020 | — | Current |
| AGIUS, ANTHONY | 000226044 | 01/02/2003 | 01/11/2006 | Ceased |
| AGIUS, ANTHONY | 000226044 | 01/11/2006 | 30/06/2015 | Ceased |
| AGNEW, CHARLES STEWART | 000292733 | 01/02/2019 | 07/10/2021 | Ceased |
| ALETHEIA WEALTH PTY LTD | 001282757 | 29/07/2020 | — | Current |
| ALHUCEMAS PTY LTD | 000249261 | 05/12/2008 | 30/06/2012 | Ceased |
| ALL ROUND FINANCIAL SERVICES PTY LTD | 000328973 | 01/04/2016 | 31/10/2019 | Ceased |
| ALLEN, SHIRALEE KATHLEEN | 000436817 | 28/05/2015 | 24/07/2016 | Ceased |
| ALLEN, STEVEN GEORGE | 000241844 | 21/03/2020 | — | Current |
| ALLEN, TRAVIS LEONARD | 000467050 | 16/10/2014 | 19/06/2020 | Ceased |
| ALPMEGA ADVISORY PTY LTD | 001294873 | 13/01/2022 | — | Current |
| AMES, ANDREW MICHAEL | 001002925 | 17/12/2021 | — | Current |
| ANDERSEN, JAMIE | 000311734 | 15/05/2021 | — | Current |
| ANDERSON, BENJAMIN ROBERT JAMES | 000412893 | 03/08/2018 | 07/03/2019 | Ceased |
| ANDERSON, MICHEAL | 001002593 | 01/12/2021 | — | Current |
| ANDERSON, WILLIAM GEORGE | 000244429 | 01/12/2003 | 23/02/2005 | Ceased |
| ANDERSON, WILLIAM GEORGE | 000244429 | 23/02/2005 | 01/03/2011 | Ceased |
| ANTIPODEAN PRIVATE PTY LTD | 001271526 | 17/12/2018 | 17/07/2023 | Ceased |
| APA SUPER STRATEGIES PTY LIMITED | 001233023 | 01/07/2015 | 08/08/2019 | Ceased |
| APEX PARTNERS PTY LTD | 000331195 | 16/10/2008 | 31/07/2020 | Ceased |
| APG FINANCIAL INTELLIGENCE PTY LTD | 000468047 | 26/11/2019 | — | Current |
| APPLETON, FRANK PINWILL | 000453136 | 10/02/2014 | 31/12/2015 | Ceased |
| ARA FINANCIAL PLANNING SERVICES PTY LTD | 001277898 | 06/09/2019 | — | Current |
| ARDOUR FINANCIAL ADVICE PTY LTD | 001292580 | 26/08/2021 | 30/06/2025 | Ceased |
| ARGENT STREET PTY LTD | 000453150 | 17/12/2020 | — | Current |
| ARK FP PTY LTD | 000425380 | 09/07/2020 | 18/07/2024 | Ceased |
| ARMBRUST, DIANNE | 001243868 | 01/07/2016 | 01/01/2022 | Ceased |
| ASHELFORD WEALTH MANAGEMENT PTY LTD | 001315396 | 28/05/2025 | — | Current |
| ASHELFORD, LACHLAN DONALD | 000225209 | 28/05/2025 | — | Current |
| ASIRE PTY. LTD. | 000462166 | 23/07/2014 | 04/12/2021 | Ceased |
| ASRA FINANCIAL CONSULTING PTY LTD | 001258374 | 16/02/2021 | — | Current |
| ASSURED FINANCIAL PLANNING PTY LTD | 000365706 | 17/04/2020 | 27/11/2024 | Ceased |
| ATANASOV, KOSTA | 000308860 | 04/11/2024 | 27/01/2026 | Ceased |
| ATHY, JOHN PATRICK | 000237458 | 07/07/2018 | 15/09/2020 | Ceased |
| ATHY, JOHN PATRICK | 000237458 | 16/09/2020 | — | Current |
| ATSMONT PTY LTD | 001008680 | 27/05/2015 | 24/07/2016 | Ceased |
| AWT FINANCIAL SERVICES PTY LTD | 000469578 | 01/08/2019 | — | Current |
| AWT SMSF SERVICES PTY LTD | 001303035 | 24/04/2024 | 25/11/2024 | Ceased |
| AYTN SERVICES PTY LTD | 000338175 | 06/03/2014 | 31/10/2022 | Ceased |
| AZURE ADVICE PTY LTD | 001283311 | 03/09/2020 | — | Current |
| Acharya, Prasanta Kumar | 001243904 | 01/07/2016 | 18/10/2019 | Ceased |
| Ahmad, Asad | 001233307 | 21/09/2022 | 27/11/2024 | Ceased |
| Akcamci, Kural | 001266637 | 04/12/2023 | — | Current |
| Allison, Martin | 001002377 | 26/09/2022 | 30/08/2023 | Ceased |
| Anthony, Beth Louise | 001319946 | 02/03/2026 | — | Current |
| Ashurst, Nicole Leanne | 001314508 | 31/03/2025 | — | Current |
| Ayton, Xanthe Lee | 001243643 | 29/06/2016 | 13/05/2017 | Ceased |
| B & W ADDITIONS PTY LTD | 000447227 | 15/01/2025 | — | Current |
| B.N. MARSDEN PTY. LTD. | 000243119 | 01/07/2015 | — | Current |
| BABBAGE, JAMES EDWARD | 000230590 | 06/03/2014 | 30/09/2022 | Ceased |
| BABBAGE, MARK CHRISTOPHER | 000434070 | 06/03/2014 | 14/10/2021 | Ceased |
| BADCOCK, SAMUEL ROBERT | 000331026 | 05/12/2019 | 16/11/2023 | Ceased |
| BAGGETTA, PAUL JOHN | 000261469 | 13/08/2016 | 01/08/2022 | Ceased |
| BAKER, GLENN CLAYTON | 000384321 | 02/08/2019 | — | Current |
| BAKER, JASON | 001002942 | 30/03/2022 | 29/06/2023 | Ceased |
| BAKER, SUSAN JOY | 000242862 | 22/12/2020 | — | Current |
| BANNER, PAUL | 000317351 | 30/03/2016 | 19/07/2023 | Ceased |
| BANSAL FINANCIAL PLANNING PTY LTD | 000328867 | 14/08/2008 | 26/05/2010 | Ceased |
| BANSAL, ABHISHEK | 000329618 | 08/09/2008 | 26/05/2010 | Ceased |
| BARSBY, LUCAS IAN | 001002772 | 11/11/2019 | — | Current |
| BARZEN, NICHOLAS PETER | 000289661 | 03/04/2006 | 08/09/2006 | Ceased |
| BARZEN, NICHOLAS PETER | 000289661 | 08/09/2006 | 05/02/2011 | Ceased |
| BAY WEALTH HOLDINGS PTY LTD | 001289063 | 04/07/2024 | — | Current |
| BBV WEALTH MANAGEMENT PTY LTD | 000315982 | 16/07/2019 | 19/08/2021 | Ceased |
| BCR FINANCIAL PLANNING PTY LTD | 000253766 | 18/03/2020 | — | Current |
| BE READY FINANCIAL PLANNING PTY LTD | 001265160 | 07/12/2019 | — | Current |
| BE READY WEALTH PTY LTD | 001264704 | 18/12/2019 | — | Current |
| BELLENGER, MATTHEW | 000382571 | 25/06/2019 | — | Current |
| BELTRAME, CHRISTIAN GIL | 000421981 | 18/05/2012 | 29/02/2016 | Ceased |
| BELTRAME, CHRISTIAN GIL | 000421981 | 16/03/2016 | 17/03/2018 | Ceased |
| BELTRAME, CHRISTIAN GIL | 000421981 | 20/06/2018 | — | Current |
| BENCHMARK FINANCIAL PLANNING PTY LTD | 000326427 | 08/04/2015 | 17/11/2023 | Ceased |
| BENJAMIN KING MONEY WEALTH PTY LTD | 000328688 | 22/08/2011 | 03/08/2016 | Ceased |
| BENTLEY, DOMINIC | 000456801 | 30/06/2018 | 08/01/2024 | Ceased |
| BEWEISZER FINANCIAL PLANNING PTY LTD | 001245768 | 28/07/2016 | 04/12/2019 | Ceased |
| BEWEISZER FINANCIAL PLANNING PTY LTD | 001245768 | 25/02/2021 | — | Current |
| BEYOND SMSF SERVICES PTY LTD | 001280267 | 21/05/2026 | 29/06/2026 | Ceased |
| BHUDIA, MANISHA | 001002916 | 15/03/2024 | — | Current |
| BICKERTON, SCOTT AUSTER | 000244251 | 01/07/2022 | 30/10/2023 | Ceased |
| BIELIK, LEANNE CAROLINE | 001002785 | 01/06/2020 | — | Current |
| BIGGIN, STEPHEN ROY | 000245819 | 27/07/2019 | 30/09/2022 | Ceased |
| BIRCH, PAUL MICHAEL | 000244671 | 25/02/2015 | 29/06/2021 | Ceased |
| BKS WEALTH SOLUTIONS PTY LTD | 001296343 | 14/04/2022 | — | Current |
| BLACKABY, GREGORY | 000325438 | 14/11/2016 | 16/06/2023 | Ceased |
| BLACKWELL ACCOUNTING SUPER SOLUTIONS PTY LTD | 001242553 | 01/06/2016 | 24/04/2024 | Ceased |
| BLAZEVIC, ROLAND MIHOVIL | 000230543 | 30/06/2003 | 21/02/2005 | Ceased |
| BLAZEVIC, ROLAND MIHOVIL | 000230543 | 21/02/2005 | 28/02/2015 | Ceased |
| BLOODWORTH, DANIELLE JANE | 000455809 | 01/04/2014 | 31/08/2017 | Ceased |
| BLOODWORTH, DANIELLE JANE | 000455809 | 01/09/2017 | 15/05/2023 | Ceased |
| BMB PRIVATE WEALTH PTY LIMITED | 000465366 | 17/09/2014 | — | Current |
| BOHL, ERIC LARRY | 000252531 | 26/03/2008 | 01/03/2011 | Ceased |
| BOND, MICHAEL GERARD | 000224140 | 14/10/2002 | 16/03/2005 | Ceased |
| BOND, MICHAEL GERARD | 000224140 | 16/03/2005 | 08/09/2006 | Ceased |
| BOND, MICHAEL GERARD | 000224140 | 08/09/2006 | 06/03/2022 | Ceased |
| BOSSERT, PHILIPPE | 000320029 | 01/08/2019 | — | Current |
| BOYD, ROBERT | 000313596 | 23/05/2014 | 30/11/2018 | Ceased |
| BR WELLINGTON WEALTH MANAGEMENT PTY LTD | 000317574 | 25/05/2010 | 01/10/2012 | Ceased |
| BRAD TILLEY FINANCIAL PLANNER PTY LTD | 000404394 | 09/05/2011 | 04/12/2020 | Ceased |
| BRADFORD, PAUL | 000304959 | 16/06/2020 | 17/01/2025 | Ceased |
| BRANSER PTY. LIMITED | 000284190 | 25/01/2005 | 01/11/2006 | Ceased |
| BREAKWATER FINANCIAL PLANNING PTY LTD | 001292320 | 12/08/2021 | — | Current |
| BRETAG, MARK | 000252840 | 02/08/2005 | 31/08/2005 | Ceased |
| BRETAG, MARK | 000252840 | 31/08/2005 | 12/04/2012 | Ceased |
| BRIDGEWOOD PRIVATE WEALTH PTY LTD | 000284980 | 16/02/2005 | 01/03/2011 | Ceased |
| BRIESE, DAVID | 001245897 | 14/09/2019 | 30/04/2021 | Ceased |
| BROAD WEALTH MANAGEMENT PTY LTD | 001308518 | 20/03/2024 | — | Current |
| BROAD, ANTHONY | 000333588 | 20/03/2024 | — | Current |
| BROCKERIDGE HOLDINGS PTY LTD | 000340004 | 01/07/2018 | 30/06/2022 | Ceased |
| BRONSON FINANCIAL SERVICES PTY LTD | 000316834 | 01/07/2018 | — | Current |
| BRONSON, PAUL | 000292203 | 01/07/2018 | — | Current |
| BROOK, GRANT DAMIEN | 000307561 | 07/08/2020 | — | Current |
| BROOKS, TIM | 000259535 | 10/11/2014 | 15/09/2017 | Ceased |
| BROWN & ASSOCIATES (BATHURST) PTY LTD | 001284557 | 18/02/2021 | — | Current |
| BROWN, DOMINIC ANDREW JONATHAN | 000342427 | 01/11/2024 | — | Current |
| BROWN, EDWARD | 000263910 | 18/02/2021 | — | Current |
| BRUCE ADLAM PTY LTD | 000235529 | 01/02/2020 | — | Current |
| BRUCE, VERONICA | 000294247 | 16/07/2019 | 19/08/2021 | Ceased |
| BRYAN A PAYNE FINANCIAL SERVICES PTY. LTD. | 001248358 | 01/10/2016 | 27/10/2017 | Ceased |
| BUCKLEY, ANTHONY PATRICK | 000230627 | 02/07/2003 | 02/03/2009 | Ceased |
| BUCKLEY, ANTHONY PATRICK | 000230627 | 02/03/2009 | 28/07/2025 | Ceased |
| BUDERIM CONSULTING PTY LTD | 001292741 | 02/09/2021 | 15/11/2022 | Ceased |
| BURMEISTER, SANDRA ANNE | 000250605 | 01/09/2006 | 01/01/2012 | Ceased |
| BUTLER PRIVATE PTY LTD | 001272253 | 09/04/2021 | — | Current |
| BUTLER SETTINERI WEALTH MANAGEMENT PTY LTD | 001265659 | 08/10/2020 | — | Current |
| Badgery, Kristianne Renee | 001260861 | 13/08/2021 | — | Current |
| Bahrami, Morteza | 001245906 | 01/08/2016 | 25/04/2017 | Ceased |
| Bailey, Jemma | 001272318 | 14/09/2019 | 12/02/2026 | Ceased |
| Ballos, Jason Peter | 001318463 | 18/11/2025 | — | Current |
| Barber, Terry | 001003219 | 18/09/2023 | 16/01/2024 | Ceased |
| Barca, Maria | 001250141 | 01/12/2016 | 28/12/2019 | Ceased |
| Barnes, Raymond Geoffrey | 000239703 | 01/07/2005 | 10/08/2005 | Ceased |
| Barnes, Raymond Geoffrey | 000239703 | 10/08/2005 | 25/09/2009 | Ceased |
| Barnes, Raymond Geoffrey | 000239703 | 25/07/2011 | 03/04/2012 | Ceased |
| Barnes, Raymond Geoffrey | 000239703 | 03/04/2012 | 30/04/2012 | Ceased |
| Barnes, Raymond Geoffrey | 000239703 | 12/02/2013 | 01/09/2013 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 21 | 1.8% |
| 2025 | 46 | 3.9% |
| 2024 | 58 | 4.9% |
| 2023 | 76 | 6.4% |
| 2022 | 59 | 5.0% |
| 2021 | 83 | 7.0% |
| 2020 | 52 | 4.4% |
| 2019 | 81 | 6.8% |
| 2018 | 33 | 2.8% |
| 2017 | 55 | 4.6% |
| 2016 | 19 | 1.6% |
| 2015 | 15 | 1.3% |
| 2014 | 11 | 0.9% |
| 2013 | 29 | 2.4% |
| 2012 | 22 | 1.9% |
| 2011 | 20 | 1.7% |
| 2010 | 11 | 0.9% |
| 2009 | 13 | 1.1% |
| 2008 | 17 | 1.4% |
| 2007 | 3 | 0.3% |
| 2006 | 18 | 1.5% |
| 2005 | 33 | 2.8% |
| 2004 | 7 | 0.6% |
| 2003 | 1 | 0.1% |
Licensees of a similar size
- ELDERS RURAL SERVICES AUSTRALIA LIMITED — 1,419
- MERCER SUPERANNUATION (AUSTRALIA) LIMITED — 1,404
- CONSULTUM FINANCIAL ADVISERS PTY LTD — 1,401
- WESTPAC BANKING CORPORATION — 1,299
- GPS WEALTH LTD — 1,286
- VIRGINIA SURETY COMPANY, INC. — 1,283
- LIFESPAN FINANCIAL PLANNING PTY LTD — 1,274
- ALLIANCE WEALTH PTY LTD — 1,234
- INFOCUS SECURITIES AUSTRALIA PTY LTD — 1,126
- DAVANTAGE GROUP PTY LTD — 1,036
- AIA AUSTRALIA LIMITED — 1,018
- MCLARDY MCSHANE PARTNERS PTY LTD — 964
- BRIDGES FINANCIAL SERVICES PTY LIMITED — 954
- FUTURITY INVESTMENT GROUP LIMITED — 935
- PERSONAL FINANCIAL SERVICES LTD — 930
Money lost after advice you were given?
1,187 authorisations are listed on this page. A complaint about an authorised representative normally goes to AFCA against the licensee that authorised them — and there is no fee. Tell us what happened and we will point the enquiry at people who take these cases. We are not lawyers, we take no share of anything recovered, and we make no promise about the outcome.