Capstone expands in NSW market

westpac

17 April 2008
| By George Liondis |

Financial services group Capstone Financial Planning has increased its New South Wales presence with two new offices, which are expected to add further pressures to practices in the Sydney market.

The new offices, one in the northern Sydney suburb of Berowra and the other in Port Macquarie, bring the number of Capstone’s NSW offices to eight.

Commenting on the expansion, Capstone managing director Grant O’Riley said the move illustrates the company’s commitment to continued expansion into the NSW market.

“Our growth has been deliberate and we have taken the time to only align with preferred practices and advisers that are the right fit for our group,” he said.

The Berowra office will be headed up by former CountWealth Accountants employee Vicki Martin, who has joined Capstone in her own practice.

The Port Macquarie business, Northcorp Financial Planning, is a new arm of existing accounting firm Northcorp Accountants, and has joined forces with Capstone to provide advice.

The Northcorp Financial Planning arm will be led by former Westpac financial planner Guy Callaghan.

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