Capstone extends footprint in NSW and Victoria
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Capstone Financial Planning has expanded its footprint in NSW and Victoria with the addition of seven offices while at the same adding 10 new advisers.
New NSW practices in Crows Nest and Griffith bring the number of Capstone offices in NSW to 10, while the additional Victorian offices in Bairnsdale, Sale, Bulleen, Caulfield North and Burwood East see the total number of offices in Victoria reach 24.
Meanwhile, the financial planning firm has also taken on board a senior executive for business development and adviser marketing and a new Xplan support officer.
Former Skandia Australia head of distribution Martin Morris has been appointed to the senior executive role, which will see him incorporate a range of functions including practice management and business coaching, along with overseeing adviser marketing and communications and Xplan development.
Morris has a diverse range of experience encompassing funds management and advice.
Joining Capstone from Bendigo Bank Financial Planning is Barrie McClelland, who has been appointed to the Xplan role.
AUTHOR
Corrina Jack
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