Private Wealth with Paris Financial
Paris Financial
Our Private Wealth and Lending advisors were established to meet our client’s growing demand to service simple and complex wealth and finance requirements.
Our History
Grow your wealth - it's no guessing game.
Our Private Wealth Advisers work with you, every decision, every recommendation, every conversation is focused on making a meaningful positive difference for you, our client. Licensed by privately owned group Capstone Financial Planning Pty Ltd, our financial advice is client focused, strategic and tailored to your individual needs.
Assisting our clients to feel comfortable about the financial advice process by knowing who we are, what to expect and what documentation to bring along is a very important first step.
MEET THE PRIVATE WEALTH TEAM
Andrea Dawson - Private Wealth Adviser
Andrea has been in the industry since 1998 whereby she learnt that everyone has their own unique journey and ambition for their life.
Her career has progressed in a variety of roles within the financial planning industry, to the present as a financial planner, partnering with people to achieve their particular goals. She studied and completed her Master in Financial Planning in October 2018 with all other industry study requirements. Along the way, she enjoyed getting to know many people who have different priorities, lifestyles and desires to reach their goals.
As a financial planner, she believes in a partnership with people, building relationships that are strong with direct and honest conversation. Andrea’s view is to offer discussions with plain and easy language for understanding and building financial knowledge, financial independence and empowerment for a better future with their way of life and wellbeing in mind.
A good financial plan is a living document and by continued engagement of a planner allows for progressing through each life stage with confidence and continuity. Financial planning is about the whole family, about lifestyle and security that we want to protect and manage well. A financial planner is about partnership and blending professional knowledge with people’s wants and goals for their better financial tomorrow.
Kural Akcamci - Private Wealth Adviser
Kural has over 10 years’ experience in the Financial services Industry and has helped wealth accumulators, retirees, and charities during his career. He possesses a wealth of expertise across various financial planning domains, specialising in crafting complex and thorough strategies. He is committed to presenting these strategies in a manner that is not only easy to understand but also clearly demonstrates how the advice will impact on our clients’ lifestyles and financial well-being.
Known for his ability to interpret complex concepts into simple explanations, Kural’s down-to-earth approach and strong client relationships set him apart. He takes pride in his proactive service and his insight into generational wealth transfer, ensuring his clients are well-prepared for the future.
At the heart of Kural’s practice is his passion for delivering bespoke advice, meticulously tailored to align with each client’s personal ambitions.
Kural’s academic and professional qualifications speak to his depth of knowledge and commitment to his field. He holds a Bachelor of Economics and a Masters in Financial Analysis (Financial Planning). He is a Certified Financial Planner and an accredited Aged Care and SMSF Specialist.
Stephanie Coulthard - Client Service Manager
Stephanie has over 6 years of experience in the Private Wealth industry. She is committed to providing great service and assisting each client to reach their individual goals.
Working as a Client Services Manager with Paris, Stephanie has fantastic attention to detail and is an excellent communicator providing exceptional support to the Private Wealth team.
Prior to commencing her career in financial services, Stephanie completed a Bachelor of Science in Food Technology and worked in quality control roles in this field.
Stephanie enjoys working with the advice team and helping them deliver advice to support people achieve their financial goals.
Pieta Barber - Operations Manager
Pieta brings over 18 years of expertise to her role as a Private Wealth Operations Manager, where her extensive knowledge of the industry and administrative experience provides a solid foundation to support the team and maintain smooth operations of the business.
Holding a Certificate 2 & 3 in Business and Administration, Pieta specialises in ensuring that advisers and administrative staff are supported and assists with the development and implementation of effective and efficient processes.
Her deep understanding of the financial planning sector is not only reflected in her internal team support but also in her external interactions. Pieta is known for her exceptional communication skills, both with clients and among team members, facilitating strong relationships.
With her comprehensive experience and skill set, Pieta is an integral part of the team, balancing client needs and business operations with utmost professionalism and efficiency. Her contributions are invaluable, highlighting her commitment and expertise in her field.
Jess Leesan - Client Service Manager
Entering the world of Financial Planning in 2016, Jess embarked on her career as an Administrative Assistant in Client Services & Operations. It was the starting point of her journey in this dynamic field.
Since then, Jess has dedicated herself to learning and growing. She successfully completed her Bachelor of Business and earned a Diploma in Financial Planning. These qualifications have equipped her with the knowledge and skills to excel in her role.
Jess thrives on processes and outcomes, and she takes immense satisfaction in seeing plans come to fruition from start to finish. Her goal is to make our clients’ lives easier by ensuring the smooth and seamless delivery of implemented advice.
Jess is here to provide support and guidance, ensuring our clients have a stress-free experience as we transform advice into action.
Who we are
Who are Capstone Financial Planning?
Paris Financial Services is a Corporate Authorised Representative (No. 357928) of Capstone Financial Planning Pty Ltd, a privately owned and operated Australian Financial Services Licensee. Capstone Financial Planning are not owned by any bank, fund manager or financial institution. This association allows choice, flexibility and autonomy in our business transactions and allows a broad range of financial planning solutions to you, as clients.
Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke Street
Melbourne Vic 3000
Phone: 1300 306 900
www.capstonefp.com.au
AFSL/ACL No: 223135
ABN: 24 093 733 969
Financial Services Guide | Privacy Policy | Complaints Policy | Legal Disclaimer
