Our Private Wealth and Lending advisors were established to meet our client’s growing demand to service simple and complex wealth and finance requirements.
The Financial Advice Process
Wealth Creation Strategies
Business Financial Protection
Risk Insurance Strategies
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.
Stephanie Coulthard - Client Services 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 | Private Wealth
Pieta has over 18 years’ experience as a Private Wealth Client Service Manager. Connecting our Tax Accountants with Private Wealth is a key strength of hers.
Pieta has a Certificate 2 & 3 in Business and Administration. She specialises in ensuring that clients investment strategies, and all related financial planning recommendations are seamlessly implemented.
Most of Pieta’s time involves behind the scene administration work. Pieta’s wealth of knowledge and understanding of the financial planning industry flows through in her strong communication skills with clients throughout their journey.
Building and maintaining client relationships is highly important to Pieta and she prides herself on always having her clients’ queries answered promptly and efficiently.
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
AFSL/ACL No: 223135
ABN: 24 093 733 969