Adviser Jason Sourasis of Melbourne-based Strategic Financial Planning (Australia) has joined the Capstone Financial Planning network.
Sourasis has been in the industry for seven years, spending the past four years at Westpac, specialising in the high net worth space. He has built a niche business in retirement planning, direct equities, superannuation and tax effective strategies for individuals and companies.
Sourasis is in the process of merging operations with his mother, Kerry Sourasis, who has 26 years’ industry experience. "Capstone is a dynamic licensee that gives us enough autonomy and freedom to manage our practice and develop our business in a way that suits us", Sourasis said. "They have a fantastic product range and provide us with excellent support whenever we require it. This in turn allows us to focus on making our practice a successful, dynamic and profitable business."
Capstone managing director Grant O’Riley said the addition bolstered the company’s strength in Victoria. Fast-growing Capstone has more than $1.6 billion of funds under advice with offices in Victoria, South Australia, Western Australia, Queensland and New South Wales.
