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.
Grace provides vital support and coordination to our team of advisers and our valuable clients. Her enthusiasm and determination for make her a stand-out member of the First Capital team.
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.