Our Valuable Team Members
Once a High School teacher, Paul has had unique insight for Edplan since he started in financial services over 20 years ago. Paul is a founding director of First Capital Financial Planning Pty Ltd.
With over a decade in Financial Services Yul has contributed much to the operation of the business as an advocate of new and innovative technology. He is highly valued for his technical ability and personable style.
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) 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 joins the team as a High Level Adviser Support Officer.
Raj specialise in Pre and Post Retirement Planning, Investments and Personal Insurance. He 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 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.