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Capstone offers a range of tiered solutions with easy and convenient payment terms available.
Capstone offers a range of tiered solutions with easy and convenient payment terms available.
| Tier 1 | Tier 2 | Tier 3 (N/A) | Tier 4 | |
|---|---|---|---|---|
| Authorised Representative Qualifications | ||||
| FASEA Approved Qualification | 1 | 2 | ― | |
| SMSFs (A recognised accreditation must be completed) | ― | |||
| Securities | ― | ― | ― | 3 |
| Standard Margin Lending | ― | ― | ― | |
| Limited Advice | ||||
| Self Managed Superannuation Funds: | ||||
| Open / Close SMSFs | ― | |||
| Advice on existing Superannuation (contributions, pensions) | ― | |||
| Limited Recourse Borrowing Arrangements | ― | ― | ||
| Class of Product Advice: | ||||
| Superannuation | ― | |||
| Basic Deposit Products | ― | |||
| Managed Investments | ― | ― | ||
| Securities | ― | ― | ||
| Personal Insurance | ― | ― | ||
| Full Advice | ||||
| Strategic and Financial Product Advice: | ||||
| Superannuation | ― | ― | ― | |
| Managed Investments | ― | ― | ― | |
| Securities | ― | ― | ― | |
| Personal Insurance | ― | ― | ― | |
| Basic Deposit Products | ― | ― | ― | |
| SMSFs | ― | ― | ― | |
| Standard Margin Lending | ― | ― | ― | |
| Professional Development | ||||
| Product Accreditation | ― | ― | ― | |
| Professional Development Program including SMSFs | 4 | 4 | ― | |
| Preferential Pricing for External Training Courses | ― | |||
| Advice Support | ||||
| Advice Templates | ― | |||
| Compliance Support | ― | |||
| Policy & Procedures | ― | |||
| Technical including SMSFs | ― | |||
| Product Research | ― | ― | ― | Subsidised |
| Marketing & Communications | ||||
| Tailored Support | ― | ― | ― | |
| Newsletters and Market Updates | ― | ― | ― | |
| Digital Marketing Support | ― | ― | ― | |
| Practice Development | ||||
| Business Efficiency and Practice Coaching | ― | ― | ― | |
| Human Capital Support | ― | ― | ― | |
| Technology (System & Processes) | ||||
| XPlan Licence Subsidised | Limited | Limited | ― | Full |
| Xplan Advice Templates | Limited | Limited | ― | Full |
| Xplan Support and Help Desk | Limited | Limited | ― | Full |
| Workflow Modules | ― | ― | ― | |
| Data Feed Management | ― | ― | ― | |
| CommPay | ||||
| Processing | ― | |||
| Basic Reporting | ― | |||
1. Completion of accreditation in financial planning, superannuation is required
2. Accreditation required for T1; plus personal insurance, managed investments and securities is required.
3. Additional accreditation required for full advice.
4. Travel costs may be incurred.
This table is for comparative purposes only. Please contact Capstone for further information to address your specific needs.
Bronson Financial Services
“At a time of industry upheaval, the support of Capstone has been a godsend. Everything they promised they delivered.If you are looking for a new licensee you cannot beat the Capstone service offering."
Canyon Financial Planning
“Capstone Financial Planning should be at the top of your list for a Licensee. Grant and his amazing team give a down to earth and personalised approach to supporting practices.”
Strategic Retirement Solutions
“I recommend Capstone to any adviser seeking to 'go out on their own'. They are a fabulous licensee!”
Everalls Wealth Management
“With Capstone I can operate my business free from conflict. They have no in-house products, a flexible APL, and an extensive list of SMA solutions. I recommend Capstone highly.”
Nett Assets
“I can highly recommend Capstone for planners seeking an independent licensee that’s not in your face but provide quality support services. Their service and support is second to none and has allowed us to concentrate on providing our clients with a premium level of service.”
Paradigm Principle
“Having been with Capstone for a number of years, one thing that really stands out is their willingness to help and can do attitude. These are qualities we really appreciate.”
IEC Advisory
“The team at Capstone are all genuinely really good people. They are remarkable with their service culture. They really do care what you think, and they are genuine about our joint success into the longer term.”