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Ian Rogers Email & Phone Number

Senior Risk and Compliance Officer at Capstone Financial Planning
Location: Greater Melbourne Area, Australia, Australia 10 work roles 5 schools
1 work email found @capstonefp.com.au LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email i****@capstonefp.com.au
LinkedIn Profile matched
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Current company
Capstone Financial Planning
Role
Senior Risk and Compliance Officer
Location
Greater Melbourne Area, Australia, Australia
Company size
43 employees

Who is Ian Rogers? Overview

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Quick answer

Ian Rogers is listed as Senior Risk and Compliance Officer at Capstone Financial Planning, a company with 43 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at capstonefp.com.au and a matched LinkedIn profile for Ian Rogers.

Ian Rogers previously worked as Senior Risk & Compliance Officer at Capstone Financial Planning and Professional Standards @ Capstone at Capstone Financial Planning. Ian Rogers holds Dipfp from Deakin University.

Company email context

Email format at Capstone Financial Planning

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{first_initial}{last}@capstonefp.com.au
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AeroLeads found 1 current-domain work email signal for Ian Rogers. Compare company email patterns before reaching out.

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Profile bio

About Ian Rogers

With over 20 years of experience in financial advice leadership, risk and compliance leadership, and quality advice assurance, I am the Senior Risk & Compliance Officer at Capstone Financial Planning, a leading provider of professional financial advice and services, with a network of over 250 financial advisers across Australia. I am responsible for developing, managing, and enhancing Capstone's risk and compliance framework and practices, ensuring that Capstone delivers compliant, quality, and ethical financial advice to its clients.My core competencies include financial planning, leadership, and management, as demonstrated by my multiple credentials and certifications in these fields. I also excel in coaching and mentoring, business relationship management, and communication, as I support the financial advisers and staff on compliance matters, and collaborate with internal and external stakeholders, such as regulators, auditors, product providers, and industry bodies. I am passionate about continuous learning and professional development, and I aim to contribute to the advancement and reputation of the financial planning profession.

Listed skills include Management, Leadership, Financial Services, Financial Planning, and 4 others.

Current workplace

Ian Rogers's current company

Company context helps verify the profile and gives searchers a useful next step.

Capstone Financial Planning
Capstone Financial Planning
Senior Risk and Compliance Officer
Melbourne, VIC, AU
Website
capstonefp.com.au
Employees
43
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10 roles

Ian Rogers work experience

A career timeline built from the work history available for this profile.

Senior Risk & Compliance Officer

Current
Capstone Financial Planning

Australia

As Senior Risk & Compliance Officer I play a key role in developing managing and enhancing Capstone's Risk and Compliance framework and practices.

Jul 2023 - Present

Analyst

Deloitte

Melbourne, Victoria, Australia

Mar 2022 - Apr 2022

Manager - Advice Quality

Unisuper

Melbourne, Australia

UniSuper began with a compelling idea: to deliver better value. It is now one of Australia’s largest super funds, with more than 450,000 members and over $100 billion in funds under management. At UniSuper we’re passionate about securing the future of our members. Members are empowered to be confident about their future and make better financial.

Nov 2014 - Dec 2021

Senior Compliance Development Manager (Southern Region)

Bt Financial Group

Melbourne, Australia

  • At BT, we placed our customers at the centre of everything we did, committed to constantly seeking ways to help customers prepare for their best financial future. The role I played in that was to support & encourage.
  • Providing guidance, training and leadership to advisers and staff supporting them, to drive a ‘risk aware’ culture consistent with business objectives
  • Assisting in the development and maintenance of support tools, systems, policies and guidelines and providing guidance, training and leadership to both the advisers and the compliance services team.
  • Providing advice and guidance and reporting on risk and compliance issues to forums, committees and the wider business
  • Facilitation of risk related workshops to assist in identification and mitigation strategies for the stakeholders
  • Manage budget and expenses of Compliance program in line with business policy.
Mar 2012 - Oct 2014

State Manager Victoria - Advice

Professional Investment Services

Melbourne, Australia

* Oversee and manage the day-to-day operations of the Victorian State Office. * Monitor financial and state activity targets and motivate the team to achieve this. * Develop internal relationships and leverage cross-business unit successes for the attainment of Group objectives. * Lead and coach a team of Practice Development Managers and Practice Support.

Jan 2010 - Dec 2011

Senior Business Development Manager Vic-Tas

Commsec Adviser Services

Melbourne, Australia

* To develop business relationships with advisers/dealer groups & increase market exposure & total loan book for margin lending & other investment lending products. * Conduct seminars & presentations to advisers & their clients. * Presentation at Dealer Group PD days, Conferences & Technical Workshops* Contribute to the development & implementation of.

May 2006 - Dec 2009

Manager, Financial Planning

Whk

* To develop & maintain a profitable Financial Planning business in accordance with the firm's & the Group's strategies & policies. * Client management, management of the financial planning team, recognising & managing relationships with the accountants in the firm. * Identifying & pursuing external business development opportunities.

Sep 2005 - Apr 2006
Team & coworkers

Colleagues at Capstone Financial Planning

Other employees you can reach at capstonefp.com.au. View company contacts for 43 employees →

SM Sara Martin Sara Martin Colleague at Capstone Financial PlanningGreater Melbourne Area, Australia View → KU Kiano Ursal Dipfp Kiano Ursal Dipfp Colleague at Capstone Financial PlanningMakati, National Capital Region, Philippines, Philippines View → JZ Jamie Zhan Jamie Zhan Colleague at Capstone Financial PlanningMelbourne, Victoria, Australia, Australia View → SW Sophia Wellam Sophia Wellam Colleague at Capstone Financial PlanningRippleside, Victoria, Australia, Australia View → DR David Rey David Rey Colleague at Capstone Financial PlanningAustralia, Australia View → KM Kim Mcdonald Kim Mcdonald Colleague at Capstone Financial PlanningGreater Melbourne Area, Australia View → MP Maxine Peace Maxine Peace Colleague at Capstone Financial PlanningVictoria, Australia, Australia View → LT Lauren Topp Lauren Topp Colleague at Capstone Financial PlanningGreater Melbourne Area, Australia View → CJ Caleb Jones Caleb Jones Colleague at Capstone Financial PlanningSeattle, Washington, United States, United States View → DG David Gibbs David Gibbs Colleague at Capstone Financial PlanningGreater Melbourne Area, Australia View →
5 education records

Ian Rogers education

FAQ

Frequently asked questions about Ian Rogers

Quick answers generated from the profile data available on this page.

What company does Ian Rogers work for?

Ian Rogers works for Capstone Financial Planning.

What is Ian Rogers's role at Capstone Financial Planning?

Ian Rogers is listed as Senior Risk and Compliance Officer at Capstone Financial Planning.

What is Ian Rogers's email address?

AeroLeads has found 1 work email signal at @capstonefp.com.au for Ian Rogers at Capstone Financial Planning.

Where is Ian Rogers based?

Ian Rogers is based in Greater Melbourne Area, Australia, Australia while working with Capstone Financial Planning.

What companies has Ian Rogers worked for?

Ian Rogers has worked for Capstone Financial Planning, Deloitte, Unisuper, Bt Financial Group, and Professional Investment Services.

Who are Ian Rogers's colleagues at Capstone Financial Planning?

Ian Rogers's colleagues at Capstone Financial Planning include Sara Martin, Kiano Ursal Dipfp, Jamie Zhan, Sophia Wellam, and David Rey.

How can I contact Ian Rogers?

You can use AeroLeads to view verified contact signals for Ian Rogers at Capstone Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Ian Rogers attend?

Ian Rogers holds Dipfp from Deakin University.

What skills is Ian Rogers known for?

Ian Rogers is listed with skills including Management, Leadership, Financial Services, Financial Planning, Relationship Management, Business Development, Coaching, and Stakeholder Management.

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