Authorised Representatives of Capstone Financial Planning

Bmo Financial Solutions

Dalby, QLD

4 advisers Since 2019 Rep 000277821

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Pmp Wealth

Carlton, VIC

4 advisers Since 2019 Rep 001277462

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Ara Financial Planning Services

Melbourne, VIC

3 advisers Since 2019 Rep 001277898

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Ultimum Financial Services

Subiaco, WA

3 advisers Since 2021 Rep 001289192

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Abacus Wealth Management

Wheelers Hill, VIC

2 advisers Since 2020 Rep 001282820

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Acuity Wealth Management

Hobart, TAS

2 advisers Since 2021 Rep 001293236

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Aletheia Wealth

Point Cook, VIC

2 advisers Since 2020 Rep 001282757

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Argent Street

Essendon North, VIC

2 advisers Since 2020 Rep 000453150

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B & W Additions

Melbourne, VIC

2 advisers Since 2025 Rep 000447227

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Be Ready Wealth

Wodonga, VIC

2 advisers Since 2019 Rep 001264704

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Breakwater Financial Planning

Brighton, VIC

2 advisers Since 2021 Rep 001292320

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Butler Private

Ballarat, VIC

2 advisers Since 2021 Rep 001272253

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Cogniti Wealth

Fortitude Valley, QLD

2 advisers Since 2023 Rep 001307229

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Coxen Financial Planning

Launceston, TAS

2 advisers Since 2019 Rep 001237101

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Crothers & Associates

Wodonga, VIC

2 advisers Since 2017 Rep 000343735

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Dreamwise Financial Services

South Brisbane, QLD

2 advisers Since 2023 Rep 001304920

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Everalls Wealth Management

Canberra City, ACT

2 advisers Since 2014 Rep 000465367

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Evolution Road Wealth Management

Port Macquarie, NSW

2 advisers Since 2018 Rep 001249365

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Exact Solutions

Mornington, VIC

2 advisers Since 2020 Rep 001284780

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Fitzroy Financial Advice

Rockhampton, QLD

2 advisers Since 2019 Rep 001276938

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Frankston Financial

Frankston, VIC

2 advisers Since 2021 Rep 001294107

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Hillcrest Financial Services

Nowra, NSW

2 advisers Since 2019 Rep 000427579

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Hive Financial Planning

Rockhampton, QLD

2 advisers Since 2018 Rep 001261614

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Intelligere Wealth

Greenslopes, QLD

2 advisers Since 2020 Rep 001283009

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McGregor & McGregor Financial Services

Newcastle, NSW

2 advisers Since 2019 Rep 000414200

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Mysuper Advisor

Newcastle, NSW

2 advisers Since 2025 Rep 001315617

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Orbis Wealth

Mornington, VIC

2 advisers Since 2021 Rep 001007405

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Paris Financial Services

Blackburn, VIC

2 advisers Since 2010 Rep 000357928

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Plutus Financial Planning

Keysborough, VIC

2 advisers Since 2022 Rep 001297661

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Promenade Wealth Management

Busselton, WA

2 advisers Since 2019 Rep 001279081

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Richardson Financial Advisory

Warners Bay, NSW

2 advisers Since 2019 Rep 001255995

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Ridgeline Wealth Solutions

Surrey Hills, VIC

2 advisers Since 2021 Rep 001288213

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Robins Financial Planning

Birkdale, QLD

2 advisers Since 2018 Rep 001263699

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Rockhopper Wealth

Gawler, SA

2 advisers Since 2019 Rep 001278944

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Sharpe Financial Solutions

Spring Hill, QLD

2 advisers Since 2019 Rep 000440815

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Triumph Financial Planning

Gladstone, QLD

2 advisers Since 2017 Rep 000409590

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Uniqsol Wealth

Pialba, QLD

2 advisers Since 2021 Rep 001265921

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Verity Wealth Solutions

Edithvale, VIC

2 advisers Since 2019 Rep 000468047

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Weall Corporation

West Leederville, WA

2 advisers Since 2026 Rep 001316012

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West Carr & Harvey Planning

Geelong North, VIC

2 advisers Since 2026 Rep 001321797

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145 Financial Planning

Kings Meadows, TAS

1 adviser Since 2019 Rep 001254176

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2020 Wealth

Somerville, VIC

1 adviser Since 2020 Rep 001281869

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A.s.h. Financial

Hobart, TAS

1 adviser Since 2019 Rep 001276732

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Accounting Associates Wealth Creation

Abbotsford, VIC

1 adviser Since 2020 Rep 000409817

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Accura Superannuation Advice

Jolimont, WA

1 adviser Since 2026 Rep 001259614

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Ad Advisory Financial Planning

Crows Nest, NSW

1 adviser Since 2016 Rep 001249524

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Adept Financial Planning

Brisbane, QLD

1 adviser Since 2019 Rep 000431619

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Allen Private Wealth Advice

Merewether, NSW

1 adviser Since 2020 Rep 000312389

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Alpmega Advisory

Jandakot, WA

1 adviser Since 2022 Rep 001294873

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Ashelford Wealth Management

Adamstown, NSW

1 adviser Since 2025 Rep 001315396

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Asra Financial Consulting

Bella Vista, NSW

1 adviser Since 2021 Rep 001258374

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Aurora Wealth

Narre Warren, VIC

1 adviser Since 2021 Rep 001277479

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Awt Financial Services

Joondalup, WA

1 adviser Since 2019 Rep 000469578

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Ayr Group

Doncaster, VIC

1 adviser Since 2015 Rep 001236639

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Azure Advice

Airlie Beach, QLD

1 adviser Since 2020 Rep 001283311

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Bay Wealth Holdings

Vasse, WA

1 adviser Since 2024 Rep 001289063

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Bcr Financial Planning

Kings Beach, QLD

1 adviser Since 2020 Rep 000253766

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Be Ready Financial Planning

Hillside, VIC

1 adviser Since 2019 Rep 001265160

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Beweiszer Financial Planning

Mona Vale, NSW

1 adviser Since 2021 Rep 001245768

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Binalong Wealth Management

Mosman, NSW

1 adviser Since 2022 Rep 001294858

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Bks Wealth Solutions

Ringwood, VIC

1 adviser Since 2022 Rep 001296343

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Bmb Private Wealth

Tamworth, NSW

1 adviser Since 2014 Rep 000465366

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Broad Wealth Management

Georgetown, NSW

1 adviser Since 2024 Rep 001308518

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Bronson Financial Services

Hope Island, QLD

1 adviser Since 2018 Rep 000316834

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Brown & Associates Financial

Bathurst, NSW

1 adviser Since 2021 Rep 001284557

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Bruce Adlam Financial Planning

Lambton, NSW

1 adviser Since 2020 Rep 000235529

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Butler Settineri Wealth Management

Subiaco, WA

1 adviser Since 2020 Rep 001265659

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Cadogan Financial Services

Balmain, NSW

1 adviser Since 2019 Rep 001277204

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Candour Wealth Advice

Brisbane City, QLD

1 adviser Since 2018 Rep 001268010

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Canyon Financial Planning

Albury, NSW

1 adviser Since 2017 Rep 001252036

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Capchoice Financial Planning

Mount Waverley, VIC

1 adviser Since 2022 Rep 001295078

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Capstone Financial Services

Ballarat, VIC

1 adviser Since 2006 Rep 000305345

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Careplan Advisory Services

Coffs Harbour, NSW

1 adviser Since 2021 Rep 001292551

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Careplus Financial Services

Mount Waverley, VIC

1 adviser Since 2006 Rep 000297634

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Cherry Tree Financial Planning

Fremantle, WA

1 adviser Since 2016 Rep 000422408

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Collins Fp

Fairfield, VIC

1 adviser Since 2018 Rep 001260963

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Concept Financial Group

Leeming, WA

1 adviser Since 2020 Rep 000290370

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Connect Financial Planning Services

Kyogle, NSW

1 adviser Since 2018 Rep 001263442

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Crystal Australia Investments

Toormina, NSW

1 adviser Since 2020 Rep 000409349

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Dc Advice

Toowoomba, QLD

1 adviser Since 2019 Rep 001243255

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Dc Advice Group

East Toowoomba, QLD

1 adviser Since 2025 Rep 001316593

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Element Wealth Solutions

Erina, NSW

1 adviser Since 2018 Rep 001269095

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Empire Super Nominees

North Melbourne, VIC

1 adviser Since 2016 Rep 001240587

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Essential Wealth Management

Greenwith, SA

1 adviser Since 2020 Rep 001281523

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Ew Smsf Advisors

Mount Sheridan, QLD

1 adviser Since 2024 Rep 001313113

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Feel So Good Wealth Management

Wollongong, NSW

1 adviser Since 2020 Rep 000425973

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Fidel Financial Planning

Underwood, QLD

1 adviser Since 2026 Rep 001321488

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Financial Balance Group

Box Hill, VIC

1 adviser Since 2022 Rep 001296824

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Financial Planning In The Hills

Castle Hill, NSW

1 adviser Since 2019 Rep 000306323

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Finvisory

Narre Warren, VIC

1 adviser Since 2020 Rep 001280919

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Gem Financial

Lower Plenty, VIC

1 adviser Since 2019 Rep 001277202

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Goal Financial Services

Pymble, NSW

1 adviser Since 2019 Rep 001272137

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Goldfinity Financial Planning

Cheltenham, VIC

1 adviser Since 2021 Rep 001294192

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Griffiths And Co

Melbourne, VIC

1 adviser Since 2013 Rep 000233150

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Hale Financial Planning Sa

Mclaren Vale, SA

1 adviser Since 2022 Rep 001299270

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Hanratty Carr & Associates

Glenwood, NSW

1 adviser Since 2026 Rep 000304295

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Hickman & Ritchard Financial Planning

Beecroft, NSW

1 adviser Since 2021 Rep 000243126

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Hickman & Ritchard Financial Planning

Beecroft, NSW

1 adviser Since 2021 Rep 001285346

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Iec Financial Advisory

Dubbo, NSW

1 adviser Since 2017 Rep 001251572

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Innovative Financial Services

Wagga Wagga, NSW

1 adviser Since 2022 Rep 001253426

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Intelligent Financial Outcomes

Brighton, VIC

1 adviser Since 2020 Rep 001265153

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Ipswich Accountants Financial

Augustine Heights, QLD

1 adviser Since 2026 Rep 001321804

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Jennie Watt & Associates

Brisbane, QLD

1 adviser Since 2005 Rep 000286081

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Kalpa Wealth Management

Melbourne, VIC

1 adviser Since 2018 Rep 001266313

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Keenan Financial Services

Ballarat, VIC

1 adviser Since 2025 Rep 001317336

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Kouteris Financial Services

Yarraville, VIC

1 adviser Since 2025 Rep 001317960

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Lavie Avec Wealth Advice

Currumbin, QLD

1 adviser Since 2025 Rep 001315190

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Legacy Financial

Bundaberg, QLD

1 adviser Since 2023 Rep 001305332

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Liberata Wealth

Subiaco, WA

1 adviser Since 2022 Rep 001295097

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Lmr And Co

North Perth, WA

1 adviser Since 2024 Rep 001309808

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Long Lasting Private Wealth

Glenelg, SA

1 adviser Since 2020 Rep 001280925

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Luka Financial

Dubbo, NSW

1 adviser Since 2019 Rep 000441690

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Luke Marton Financial Services

Victoria Point, QLD

1 adviser Since 2023 Rep 000409473

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Mark Lowe & Co

Aberfeldie, VIC

1 adviser Since 2023 Rep 000390444

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Marsden Financial

Camberwell, VIC

1 adviser Since 2015 Rep 000243119

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Meyer Capital

Nedlands, WA

1 adviser Since 2026 Rep 000429477

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Mga Financial

Eastwood, NSW

1 adviser Since 2019 Rep 001278748

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Mint Advisory

Melbourne, VIC

1 adviser Since 2021 Rep 001294345

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Mk Wealth Solutions

Wakerley, QLD

1 adviser Since 2021 Rep 001000223

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Mosaic Wealth

West Perth, WA

1 adviser Since 2025 Rep 001314941

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Mpk Advisory Services

Adelaide, SA

1 adviser Since 2021 Rep 001283046

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My Financial Advantage

Kincumber, NSW

1 adviser Since 2019 Rep 001276723

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My Financial Planner

North Essendon, VIC

1 adviser Since 2019 Rep 001263186

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Nest Financial Solutions

Lambton, NSW

1 adviser Since 2024 Rep 001312348

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Nett Assets

Clayton, VIC

1 adviser Since 2015 Rep 001237625

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New Horizon Wealth

Mount Lawley, WA

1 adviser Since 2025 Rep 001276142

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Nolan Financial Planning

Mitcham, VIC

1 adviser Since 2020 Rep 001280259

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Numero Wealth

Ryde, NSW

1 adviser Since 2019 Rep 001253474

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Oc Finance & Insurance

Burwood, NSW

1 adviser Since 2020 Rep 000459167

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Op Wealth

Mitcham, VIC

1 adviser Since 2012 Rep 000423453

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Oracle Life Solutions

Armidale, NSW

1 adviser Since 2012 Rep 000324820

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Orbit Financial Services

Robina, QLD

1 adviser Since 2018 Rep 001261981

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Own Path Financial Planning

Greensborough, VIC

1 adviser Since 2021 Rep 001294598

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Paladin Wealth Group

Jindabyne, NSW

1 adviser Since 2021 Rep 001291950

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Paradigm Principle

Melbourne, VIC

1 adviser Since 2006 Rep 000300896

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Partner Financial Group

Doncaster, VIC

1 adviser Since 2018 Rep 000247702

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Pascoes Financial Planners

Roleystone, WA

1 adviser Since 2020 Rep 001283471

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Peak Advice

Buderim, QLD

1 adviser Since 2021 Rep 001286587

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Pillar Tailored Wealth

Erina Heights, NSW

1 adviser Since 2020 Rep 001281503

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Pinnacle Private Wealth

Sydney, NSW

1 adviser Since 2019 Rep 001240358

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Premier Investment Solutions

Traralgon, VIC

1 adviser Since 2018 Rep 000428529

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Prime Financial Planning

Ascot Vale, VIC

1 adviser Since 2020 Rep 001241630

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Prosper & Grow Financial Services

Derrimut, VIC

1 adviser Since 2022 Rep 001235218

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Ramco Advisory

St Kilda, VIC

1 adviser Since 2018 Rep 001267933

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Rayner Planners

Moonee Ponds, VIC

1 adviser Since 2019 Rep 001263283

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Rcb Wealth Advisors

Hawthorn East, VIC

1 adviser Since 2018 Rep 001240230

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Rispin Fp

Melbourne, VIC

1 adviser Since 2018 Rep 000433704

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Rtax Smsf Professionals

Arncliffe, NSW

1 adviser Since 2026 Rep 001321249

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Schaefer Financial Planning

Nowra, NSW

1 adviser Since 2019 Rep 001237881

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Secure Nest Australia

Wantirna South, VIC

1 adviser Since 2024 Rep 001312546

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Sg Wealth

Bateau Bay, NSW

1 adviser Since 2024 Rep 001312829

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Shorebridge Wealth Advisers

Chatswood, NSW

1 adviser Since 2021 Rep 001287265

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Sierra Wealth

Sydney, NSW

1 adviser Since 2022 Rep 001296141

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Soda Wealth Advice

Malvern East, VIC

1 adviser Since 2020 Rep 001280279

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Stepping Stones Financial Planning

Traralgon, VIC

1 adviser Since 2023 Rep 001302872

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Stepwise Financial Planning

Mount Hawthorn, WA

1 adviser Since 2024 Rep 001258609

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Storr & Co Financial Planning

Merewether, NSW

1 adviser Since 2026 Rep 001321493

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Strategic Financial Planning Australia

Melbourne, VIC

1 adviser Since 2017 Rep 000301170

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Strategic Retirement Solutions

Helensvale, QLD

1 adviser Since 2016 Rep 001248926

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Susan Baker Financial Planning

Taree, NSW

1 adviser Since 2020 Rep 001284740

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Tandem Wealth

Toowoon Bay, NSW

1 adviser Since 2021 Rep 001294353

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Tdp Advisory

Mildura, VIC

1 adviser Since 2022 Rep 001298776

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Three Pillars Wealth Management

Broadmeadow, NSW

1 adviser Since 2019 Rep 001239479

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Tick Tax Financial Planning

Port Adelaide, SA

1 adviser Since 2026 Rep 001322320

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Topptunbridge

Melbourne, VIC

1 adviser Since 2019 Rep 001277793

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Topptunbridge

Melbourne, VIC

1 adviser Since 2019 Rep 001237331

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True Wealth Advisers

Coogee, NSW

1 adviser Since 2019 Rep 001255994

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Turner Wealth

Leichhardt, NSW

1 adviser Since 2019 Rep 001241514

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Unfair Advantage Financial Advisory

Moorooduc, VIC

1 adviser Since 2022 Rep 001007300

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Veyra Fs

Mount Gambier, SA

1 adviser Since 2026 Rep 001321984

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Wagtail Wealth

Tranmere, SA

1 adviser Since 2022 Rep 001279267

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Walker Wayland (Nsw) Financial Services

Sydney, NSW

1 adviser Since 2019 Rep 000258381

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Wealth Creation Planning

Merriwa, WA

1 adviser Since 2026 Rep 000352936

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Wealthvisory Super

Mandurah, WA

1 adviser Since 2026 Rep 001322040

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Weaver Wealth Management

Miranda, NSW

1 adviser Since 2019 Rep 000469828

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Willow Wealth Management

Bulleen, VIC

1 adviser Since 2008 Rep 000330098

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Ycl Financial Services

Chatswood, NSW

1 adviser Since 2026 Rep 001321479

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Beyond Smsf Services

Parramatta, NSW

Since 2026 Rep 001280267

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Midas Financial Planning

Mount Gambier, SA

Since 2021 Rep 000243141

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