Capstone Financial Planning appoints Marcus O’Sullivan as Executive Manager Growth and Development

Mr Grant O’Riley, Managing Director at Capstone Financial Planning has formally announced the appointment of Marcus O’Sullivan as Capstone’s new Executive Manager Growth and Development.

Marcus will officially commence in the role 1 July 2025, responsible for licensee growth; practice development through Capstone’s national team of Practice Managers; and licensing and education activities.

Boasting an outstanding adviser management background, Marcus is renowned for his professionalism, leadership and integrity during his 20 years of senior management experience.

Previously heading up several major licensees, Marcus’ most recent role was as Managing Director of Affinia, the TAL owned licensee for eight years, where he has recently transitioned the licensee over to a new owner.

“This exciting employment acquisition enables Capstone to focus on growth while continuing to enhance its adviser support services”, said Grant O’Riley, Managing Director at Capstone.

“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 with advisers.

“With Marcus’ network and focus on progression, this compelling proposition is expected to see Capstone go from strength to strength”, he said.

Through its focus on Technology, Marketing and Communications, Professional Standards and Practice Development, in addition to strong industry partnerships and highly competitive adviser fees – Capstone continues to help advisers establish, maintain or grow their practices for the long term.

“As our tagline states … Capstone – sharing your vision, our adviser centric approach to partnering with practices as their licensee for the future, has been a key factor in moving forward with the appointment of Marcus.

“And as a company, we are eager to write the next chapter of our corporate story”, said Grant.

Capstone is a leading, national, privately owned licensee with a complete suite of business support services to help financial advisers establish, maintain or grow their business, with approximately $14b of funds under advice.

With a range of authorisations, Capstone offer solutions aligned to the business structure and needs of each practice.

Established in 2002, its pioneering vision fundamentally remains the same today: To help professional financial advisers become successful through the provision of a complete value proposition that has no product bias and leading-edge fees/charges.