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.
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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