Our Valuable Team Members
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.
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.
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.
Pooja joins the team at First Capital as a Financial Planner after working with ANZ Banking Group from 2013 to 2019.
Pooja specialises in the following areas: Retirement Planning, Superannuation, Personal Insurances & Investment advice
Pooja’s passion is to be able to deliver unique and holistic advice to clients to meet their financial needs at retirement and to ensure that they are adequately covered to meet their financial obligations.
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.
Romy joined the team in May 2019 on a casual basis as an Office Admin Assistant.
She comes from a background as a School Administration Manager. Romy has a vast knowledge of financial management along with sound clerical and administration experience. She is highly valued for her enthusiasm and personable style.