Timely Advice Competitors

The FPA is the professional body for financial planning in Australia, representing the interests of the public and Australia's professional community of financial planners. We are unrivalled in our reach of the financial planning market and influence on government and regulators. Our Code of Professional Practice is world class and we are the certification body in Australia for the global CFP® designation. With more than 13,000 members and affiliates, of whom 11,400 are practising financial planners and a 20-year legacy, the FPA represents the changing face of financial planning, from industry to a profession.

Prosper Financial Planning provides services on investment advice, insurance solution and loan selection. Our mission is to help our clients become more financially astute, minimize worries and uncertainties, and educate them so as to have full and balanced lives.

Capstone was established in 2002 with a pioneering vision that fundamentally remains the same today: To help professional financial advisers become successful through the provision of a complete value proposition that had no product bias and leading-edge fees/charges. We focus on you – by providing the professional resources, tools and support services you need to establish, maintain or grow a successful business. We understand that no business is the same and that’s why we tailor our approach to what you need. We believe that our support makes a difference, which is why we are committed to doing it ethically and exceptionally well. We offer a leading-edge operating environment to provide our advisers with the opportunities to cultivate meaningful client relationships and to develop successful, thriving practices. We’re a little different from other licensees – and we love that. How? We are 100% privately owned We have no product ownership, incentives or bias We offer a full service model via our four pillars of support (Technology, Marketing and Communications, Professional Standards and Practice Coaching and Development) We provide highly competitive adviser fees and charges We have quality professional indemnity coverage We utilise technology extensively across our business and a recognised as an industry leader We offer tailored coaching support, which we’ve been doing for over 20 years In addition to our own professional brand, we work with likeminded strategic partners. 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 together. As the financial advisory profession becomes increasingly competitive, financial advisers and accountants need to ensure they are providing genuine value. This is where we can help. Our collective team is focused on your success and helping you provide real value to your clients.