Our unique positioning within the market allows us to tailor our support services for you. You can determine your preferred Authorisation; allowing you to make the key decisions within your business. We understand that every business is different and that’s why we’ve developed a responsive and adaptable structure. 

Generally we find Tier 4 (Elevate) is most suitable to Financial Advisers as it encompasses full support. Some do however prefer Tier 3 (Evolve) which has significantly less inclusions.

Are you an Accountant interested in a full Authorisation?

As long as you fulfil the training and qualification requirements, you may choose to be authorised for full product advice. Either Tier 3 or 4 would be appropriate for you.

To find out more call 1300 306 900 or email info@capstonefp.com.au