Welcome to Capstone Financial Planning. The following Financial Advisers have undertaken specialist training and gained the ASX accreditation for listed products. Capstone places a unique emphasis on education and training to ensure our Advisers are kept up to date with the latest financial planning strategies and can deliver you the most appropriate advice.

Our ASX accredited Advisers are:

VIC

 

 

Robert Parker

Capstone Financial Services
15 Armstrong Street South
Ballarat Vic 3350
Phone: (03) 5333 3195
rparker@warwickfs.com.au
www.warwickfs.com.au

 

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Greg Smart

Capstone Financial Services
Mildura Business Centre
148 – 150 Pine Avenue
Mildura Vic 3500
Phone: (03) 5021 4990
gsmart@warwickfs.com.au
www.warwickfs.com.au

 

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Warwick Hawksworth

Capstone Financial Services
15 Armstrong Street South
Ballarat Vic 3350
Phone: (03) 5333 3195
capstone@warwickfs.com.au
www.warwickfs.com.au

 

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Kerry Sourasis

Strategic Financial Planning Australia
Swann House
Level 5, 22 William Street
Melbourne Vic 3000
Phone: (03) 9615 4455
ksourasis@strategicfpa.com.au
www.strategicfpa.com.au

 

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Maria Picciani

Willow Wealth Management
Suite 1, Lower Ground
Bulleen Plaza
79 – 109 Manningham Road
Bulleen Vic 3105
Phone: (03) 9850 2399
maria@willowwealth.com.au

 

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NSW

 

Ryan Love

Apex Partners
133 Alexander Street
Crows Nest NSW 2065
Phone: 1300 856 338
ryan.love@apexpartners.com.au
www.apexpartners.com.au

 

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Joel Kwong

Foresight Financial Consulting
Suite 3
165 Forest Road
Hurstville NSW 2220
Phone: (02) 8069 3024
joelkwong@foresightfc.com.au

 

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QLD

 

Ross Cardillo

Ross Cardillo Financial Services
186 Byrnes Street
Mareeba Qld 4880
Phone: (07) 4092 4129
ross@rcfs.net.au
www.rosscardillo.com.au

 

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The financial advisers who appear on this website are deemed by Capstone Financial Planning to have met minimum criteria for the purposes of being able to provide financial product advice in relation to securities traded on the markets operated by

ASX Limited ABN 98 008 624 691 (ASX).

An ‘adviser on ASX listed products’ is a general description only and does not constitute a sponsorship, affiliation, accreditation or qualification with ASX. The inclusion of a financial planner group on the ‘Find a Planner’ webpage located on the ASX website does not constitute an endorsement or recommendation by ASX of any of the financial advisers, nor the products or services which they provide.

ASX and its related bodies corporate (the ASX Group) is not responsible for the supervision or regulation of financial advisers or the provision of financial product advice. Any issues or concerns regarding a financial adviser should be directed to the Australian Securities and Investments Commission.

ASX is not responsible for, nor does it control or guarantee the accuracy, reliability or completeness of the information contained on this website. To the extent permitted by law, ASX and its employees, officers and contractors shall not be liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from anyone acting or refraining to act in reliance on this information.