Capstone focuses on accounting space



Capstone has appointed former Bendigo and Adelaide Bank senior manager of financial planning Jamie Johns as National Network Manager to oversee the company's push into the accounting space.
In the role, Johns will be responsible for distribution development and giving coaching advice to Australian advisers, as well as overseeing Capstone's distribution growth phase, which will extend the businesses services to the accounting marketplace.
She has over 12 years' experience in the financial services industry, holding management positions with ING/OnePath, Genesys and AMP prior to her position with Bendigo.
"Jamie brings a wealth of industry knowledge that is integral to our practice's ongoing development. Her extensive experience will provide valuable insights for our businesses operating environment, especially as our industry continues to evolve," managing director for Capstone Grant O'Riley said.
Recommended for you
ASIC's enforcement action is having an active start to the new financial year, banning a former Queensland financial adviser for 10 years in relation to fees for no service conduct.
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay.
Australian licensees are expected to make greater use of custom model portfolios for their clients, according to State Street Investment Management, following in the footsteps of US peers.
Adviser Ratings has argued that it’s time for more advisers to utilise digital engagement tools available to them as a disconnect grows between consumers seeking advice from finfluencers and from professionals.