The IPA has also partnered with Capstone Financial Planning, an independent financial services licensee.  These brochures have been prepared by Capstone Financial Planning.

Financial services licensing

Our package will offer you a comprehensive range of choices to suit your practice, clients and aspirations.

Essentially, there will be three levels of advice ranging from basic financial advice, strategic advice, to a more comprehensive option covering investments and insurance, all at highly competitive prices.

These include the ability to:

  • advise clients in relation to the establishment and closure of SMSFs;
  • advice on assets, including direct property, held within SMSFs;
  • provide associated services and advice to clients in areas such as financial planning, life risk and credit advice for individuals and businesses; and
  • give general advice in relation to superannuation.