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.

The Financial Advice Process

Retirement Planning

Wealth Creation Strategies

Business Financial Protection

Risk Insurance Strategies

SMSF

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.

Darren Foster

Ben Dascal

MEET THE PRIVATE WEALTH TEAM

Darren Foster - Partner CFP

Darren is motivated by building our clients private wealth through understanding their wants and needs. He’s been doing this for over 20 years.

Darren has a solid understanding of small business tax and works closely with other tax champion accountants to provide strategic private wealth advice and ongoing services to meet your personal and financial goals.

Darren possesses extensive wealth creation knowledge in self-managed superannuation funds, direct investment properties, managed funds, cash management, investment bonds, fixed interest style investments, salary sacrifice and co-contributions, retirement and pre-retirement planning including transition to retirement pension, allocated pensions and working with Centrelink to maximise your entitlements.

He is a Certified Financial Planner, holds a Bachelor of Business (Economics & Accounting) and a Diploma of Financial Planning. Darren is also a member of the Financial Planning Association of Australia.

Adviser Profile – Darren Foster

Ben Dascal - Private Wealth Adviser

Ben has more than 19 years’ experience in the financial planning industry. He is passionate about providing excellent advice to clients tailored to their personal goals.

Ben has extensive knowledge in a broad range of financial planning areas and experience in preparing complex and comprehensive strategies. He believes in presenting strategies in a format that is easy to understand and emphasising how the advice will directly impact our clients’ lifestyle and finances.

He enjoys the challenge of continuously improving his skills and knowledge to assist clients by placing them in control of their financial future. He is passionate about having conversations with people about what really matters to them.

Ben is a Certified Financial Planner® and holds a Bachelor of Business (Financial Planning).

Adviser Profile – Ben Dascal

Stephanie Coulthard - Client Services Manager

Stephanie has over 5 years of experience in the Private Wealth industry. She is dedicated to research and preparation of client advice documentation with the Private Wealth team.

Stephanie is committed to providing great service and assisting each client to reach their individual goals. She has strong experience in supporting advisers in their day-to-day work with clients.

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 - Senior Client Services Officer

Pieta has over 17 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.

Nadishka Senanayake - Client Services

Nadishka has 2 years’ experience as a client services officer. She is dedicated to providing the best outcomes for our Private Wealth clients.

Nadishka is predominantly involved with the review of client portfolios and preparation of documents prior to the meeting and assist Darren and Ben with any paperwork that needs to be

Building and maintaining client relationships is extremely important to Nadishka and she prides herself on always having clients queries answered promptly and efficiently.

Always developing her skills, Nadishka is currently studying her Bachelor of Accounting and education degree at Monash University.

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
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