Capstone Financial Planning – Brisbane QLD

Established in 2002, Capstone Financial Planning (Capstone) is a leading, national, privately owned licensee with a complete suite of business support services to help advisers grow their business. We focus on providing the professional resources, tools and support services advisers need to establish, maintain or grow a successful practice, recognising that no two businesses are the same.

In June 2026 Capstone joined the PictureWealth Group, bringing together one of Australia’s foremost financial services groups who have a shared commitment to technology, helping financial advice practices thrive and to provide more advice to more Australians.

Our support is built around four pillars:

- Technology and business efficiency
- Marketing and communications
- Professional standards, including risk and compliance, research and paraplanning
- Growth and development, including practice development and training and education

The opportunity

We have an exciting opportunity for an enthusiastic practice manager to join our team, based in Brisbane and supporting our Queensland advisers within our growth and development pillar.

Reporting to the Executive Manager, Growth and Development, you will be a key contributor to Capstone's ongoing growth and innovation. Working one on one with practices, you will help advisers create an engaging business process with lasting effect through the Capstone Client Engagement Model; articulate their value through a transparent Client Value Proposition; and support them to value, set and position their own fees.

You will also help advisers navigate other stages of the business lifecycle, such as succession planning, and draw on your proven ability to coach financial advisers and recruit new practices,



helping our Tier 4 practices strengthen their business models, service standards and value propositions.

This role offers genuine scope to apply and build on your relationship management, coaching and business development skills while supporting the continued growth of the business.

Key responsibilities

Development – Practice coaching and support

- Introduce and regularly provide Capstone practice analytics to advisers within your panel
- Use analytics to develop tailored plans and processes for each practice
- Work with practices to develop and implement business and action plans
- Support practices to establish or enhance their business model, including technology implementation and business efficiency
- Coach and mentor practices to meet their desired goals, including through the Capstone Client Engagement Model
- Help each practice define a clear advice process, client service standards and Client Value Proposition, and support them to set their own fee for service pricing strategy
- Support practices to gain client referrals and advocacy, and to form alliance relationships
- Maintain accurate reporting on each practice, including contact history and stage of development
- Build strong working relationships across Capstone's support teams, collaborating closely to escal and resolve practice concerns and specific requests

Growth – Adviser recruitment

- Identify, qualify and secure new adviser and accounting practices,



in line with agreed action plans with the Executive Manager, Growth and Development
- Log and monitor recruitment and onboarding activity in the company CRM, from initial engagement through to completion
- Develop centres of influence and referral networks to support recruitment
- Assist existing practices to recruit and establish advisers within their business
- Seek out and develop new market segments for recruitment
- Refer relevant enquiries to the appropriate support teams, including compliance, technology and research
- Promote business efficiency through the accurate use of Xplan and Commpay
- Participate in committees and special projects as required

About you

- Proven success recruiting and retaining financial advisers or practices
- Experience coaching and mentoring within the financial planning industry
- Strong relationships and networks across the financial planning industry
- Sound understanding of the financial advice process, and technical and compliance knowledge
- Relevant user experience with Xplan and the Microsoft Office suite
- Excellent relationship management, communication and influencing skills
- Strong commercial acumen and small business knowledge
- High degree of initiative, self motivation and problem-solving ability
- Ability to work independently, manage competing deadlines and adapt to changing conditions
- Tertiary qualification in a relevant discipline and a minimum of RG 146 compliance
- The opportunity to help shape practices across Queensland as part of a leading group
- A strong focus on work life balance
- Attractive remuneration and genuine job security
- An industry leading value proposition for advisers and accountants

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📌 Practice Manager - Queensland
🏢 Capstone Financial Planning
📍 Queensland