Who Is Edplan

Our Mission

To enable our clients to manifest their desired lifestyle by the delivering the most innovative solutions and strategies, and to provide an exceptional Edplan experience.

Our Vision
  • To consistently be at the forefront of the financial services industry with our advice and business.
  • To be the most desired financial service provider for our chosen markets.
  • To be the employer of choice for quality and passionate people.

Our Promise

Edplan continues to be the premium brand and leading financial advice firm for the teaching community in New South Wales.

In Brief

Edplan has specialised in personal financial advice for teachers since 1985. We’re proudly known as the “experts” among the teaching community due to our long-standing relationship with the profession.

Our experience with teachers allows a deep understanding of our clients needs.

We Are Here To Serve You

Edplan has advised over 8,000 teachers. As an employee owned advisory service, and not beholden to any bank or other financial institution. We are not associated with State Super, the Teachers Credit Union or any government body. Our advice is balanced, objective, specialised and personalised; we provide a client experience unmatched by other practices, creating confidence for teaching professionals in financing their lifestyle and retirement.

We realise that teaching professionals have a unique work pattern and availability. Our flexibility with consultations is your advantage! With an easily accessible office in the Sydney CBD, and frequent advice seminars being conducted around the state, our advisers are available to everyone.

Edplan offers services to all metropolitan and regional areas, with a permanent presence in the CBD.

We typically run talks during a Staff Meeting or on a Staff Development Day, also for Principals and Executive Staff at their respective conferences.

Edplan is a regular contributor and sponsor at most Principal and Executive conferences state-wide. Edplan often presents at these conferences, conducting informative talks on financial issues that affect the teaching community.

Our Valuable Team Members

Paul Hardick
Paul HardickManaging Director
B. Ed (Sc),CFP
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 and Edplan Corporate Adviser Pty Ltd.
Robert Bacsko
Robert BacskoChief Financial Adviser
B. Com (Mgmt), ADFP, JP
Being one of our first advisers, Robert possesses a wealth of experience and skill for the benefit of all our clients. Robert works closely with our whole team to deliver a first-class client experience and perfect complex strategies.
Ken Calderwood
Ken CalderwoodFinancial Adviser
ADFP
Edplan’s service is enhanced by Ken’s previous experience working with State Super and the Reserve Bank. His enthusiasm and positivity are key to his success in helping our clients achieve their financial freedom and wealth aspirations.

 

Mankit Tsang
Mankit TsangFinancial Adviser
B. Comm, CFP, JP
As a star employee, Mankit has worked in every part of our business. This lends to his extensive versatility and ability as an adviser, with a deep understanding of the process required to build and implement financial advice.
Mark Hardick
Mark HardickFinancial Adviser
ADFP
Mark’s impressive background in management, client services and operations has made him an integral part of our team. Clients and colleagues alike benefit from his detailed approach to strategy and diligent work ethic.
Yul Hardick
Yul HardickFinancial Adviser
ADFP, JP
Since starting at Edplan in 2008, Yul has contributed much to the operation of the business and continues to be a key driver of new and innovative technology. He is highly valued at Edplan for his technical ability and personable style.

 

Margaret Yasbek
Margaret YasbekOffice Manager
DFP
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.
Jade Nguyen
Jade NguyenOperations Manager
M. Int Bus, ADFP
With a keen eye for detail, Jade ensures the “Edplan machine” adheres to world-best practices and remains fully functional. She works closely with the entire team to consistently deliver the high-quality Edplan experience to our clients.
Caitlin Partridge
Caitlin PartridgeClient Services Manager
ADFP
As the key person for client services, Caitlin is critically involved with the case work of all our clients. She has an amazing ability to prioritise and facilitate client business, and is always willing to give her time and guidance.
Taleih Lizak
Taleih LizakClient Services Officer
B. Comm (FP)
Having specialised in Financial Planning at university, Taleih consistently applies her extensive and valuable knowledge to her work with clients and colleagues. Her ability to problem-solve and manage client concerns is exemplary.