Tier 2 is suitable for Accountants who wish to provide clients with class of product advice in the post 1 July 2016 environment.
Tier 2 allows you to:
- Provide a far broader range of financial advice than your current industry exemption allows. This includes holistic financial advice on SMSFs and class of product of advice (advice that doesn’t involve a specific product recommendation).
- Provide class of product advice on:
- Managed investments
- Personal insurance
- Basic deposit products
Click here for Tier comparison and pricing.
What our clients say about us
“Capstone made everything so easy by providing all the templates and support we need which makes me feel comfortable that I am in good hands with my licensee. I would highly recommend Capstone to any fellow Accountant.”
“We have gained assistance with transitioning to the new regulatory environment and provided a new service of strategic financial planning. Capstone have been of tremendous value in assisting with this transition.”
Hillyer Riches Accountants
“I would recommend Capstone to any accountant seeking to become licenced within the financial services industry. Their personal service and support to me and my firm has been exceptional.”
“I joined Capstone Financial Planning in 2003 as I was looking for a Group that could offer a high level of independence and freedom that came from not being institutionally owned.”