About Us
We are a team of experienced and skilled financial advisers and professionals, who are able to provide superior financial planning solutions for our clients. This service is facilitated by our collaborative team of advisers and our comprehensive & efficient administration.
First Capital Financial Planning Pty Ltd
First Capital Financial Planning Pty Ltd has held an AFSL since 2004, We are deeply experienced advisers in both traditional markets & the digital asset markets.
Edplan is a wholly-owned business of First Capital dedicated to helping the financial needs of the teaching industry since 1985.
Our Mission
To deliver innovative solutions that provide financial security, enable the desired lifestyle and create an exceptional experience for our clients and people.
Our Vision
To deliver innovative solutions that provide financial security, enable the desired lifestyle and create an exceptional experience for our clients and people.
01
To consistently be at the forefront of the financial services industry with our advice and business.
02
To be the most desired financial service provider for our chosen markets.
03
To be the employer of choice for quality and passionate people.
Edplan. Established 1985
Edplan
Advisers of choice for the teaching
community since 1985
Edplan has specialised in personal financial advice for teachers since 1985. We’re proudly known as the ‘education experts’ among the teaching community due to our long-standing relationship with the profession.
We are one of a limited number of education specialists, advising teachers on defined benefits schemes such as SAAS. Let EDPLAN help guide you on the best way to maximise your plans for retirement.
Meet the Team
Paul Hardick
Director Adviser
Margaret Yasbek
Office Manager
Dhiraj (Raj) Arora
High Level Advisor Support
Steve Dang
Client Services Assistant
Paul Hardick
Director Adviser
CFP, Adv Dip FP, B.Ed (Sc), Industry Speaker On Blockchain
Once a High School teacher, Paul has had unique insight for Edplan since he started in financial services over 25 years ago. Paul is a founding director of First Capital Financial Planning Pty Ltd.
Margaret Yasbek
Office Manager
Dip. FP
As the longest serving of the Edplan team, Margaret’s role is as diverse and valuable as her expertise. Our clients take great comfort in her continued and longstanding effort to ensure Edplan delivers on its company mission, vision and promise.
Dhiraj (Raj) Arora
High Level Advisor Support
MBA (finance), BEd, MSc, Adv Dip FS (FP)
Raj joins the team after working as one of the top Financial Planners with ANZ Bank for 11 years and with Westpac for 6 years in various banking roles. Raj joined FCFP in March 2019 helping the business with Advise process, Compliance and Adviser support. Raj is driven to provide the best possible solutions for clients to assist them in meeting their retirement planning needs or to ensure that they have the adequate protection in place in the event of an unfortunate or unforeseen injury or illness.
Steve Dang
Client Services Assistant
M. Accounting
Steve is our Client Service Assistant and comes with an Adv Dip Financial Services and an Accounting degree. His sound knowledge, enthusiasm and experience of the financial planning industry is a great advantage to our valuable client and FCFP team alike.