Capstone expands offering with self-licensee backoffice solution

Yasmine Raso

Senior Journalist

1 April 2026

Capstone Financial Planning has launched a new sister company, CapBack Licensee Solutions, to deliver backoffice support services for self-licensed advice businesses.

Leveraging the expertise of Managing Director, Grant O’Riley, and drawing on Capstone’s more than 20 years in the market, CapBack offers a variety of support options for financial advisers to “effectively run and manage” their own AFSL.

There are currently eight packages to choose from, covering everything from support with Xplain, revenue management, research and paraplanning, to training and education, marketing and communications, risk and compliance, and business coaching.

“We now have something for everyone,” O’Riley said.

“With over 23 years supporting advisers across Australia, we know what it takes to run a successful AFSL and we’re excited to support more financial advisers as they pursue their own AFSL journey.

“It can be challenging trying to do everything on your own and that’s where CapBack comes in. We can help self licensed businesses establish their AFSL or support existing AFSLs upskill in all aspects of their operations, freeing up their time to service clients.

“There’s a common message I hear from nearly every self licensed adviser, ‘I didn’t realise how much time and effort was involved in running my own AFSL’ – it’s the same frustration for all of them, regardless of the business size.

“This was my main motivation to establish CapBack – to allow self licensed advisers the time to focus on what they do best, providing financial advice to their clients; and giving them a viable alternative to help manage everything else.”

O’Riley confirmed CapBack would be available with no lock-in contracts and would also offer ad-hoc or one-off services such as website development, marketing or coaching.

“As you establish your or grow AFSL, there will be a myriad of challenges. We will work with you, step by step, to get you providing financial advice services sooner and more efficiently,” he said.

“Our highly experienced team and fully tailored offering can provide you with everything you need to run your back room – regardless of whether you’re commencing your self licensed journey or have been working under your own license for some time.”