Paris Financial

What Paris Financial does

Paris Financial is a privately held, Melbourne-based accounting and financial services firm founded in 1978 as Butler & Mannix by Bill Butler and Noel Mannix in Ferntree Gully. Over 47 years the firm has evolved into a multi-disciplinary practice serving Melbourne small businesses, property investors, allied health professionals, and individual/private wealth clients through two offices (East Melbourne and Blackburn). The firm employs approximately 30+ professionals including 9 partners and offers tax compliance and planning, business structuring, private wealth management, SMSF establishment and administration, aged care planning, and lending services through its wholly-owned subsidiary Paris Lending Pty Ltd.

The firm's core technology stack is deliberately modest: standard third-party accounting software for tax preparation and compliance, a Microsoft SharePoint-based secure document transfer portal providing personalised client upload links, and downloadable Excel/PDF tax checklists for individuals, companies, trusts, and SMSFs. There are no proprietary platforms, public APIs, SDKs, or AI/ML capabilities disclosed — differentiation rests on partner-led expertise, multi-generational client relationships, and a 47-year community presence supported by multiple regional industry awards (WIFA 2019–2020; AAA 2019).

Paris Financial generates revenue across four professional services streams: (1) accounting and tax compliance/advisory fees, (2) financial planning and wealth advisory fees delivered under Capstone Financial Planning's AFSL (CAR No. 357928), (3) lending and mortgage broking commissions via Paris Lending Pty Ltd operating under Buyers Choice's ACL (CCR No. 484811) with access to 30+ lenders, and (4) SMSF establishment and management fees. Pricing is quote-based and not publicly disclosed. Go-to-market is sales-led and relationship-driven, leveraging referrals, community sponsorships (Blackburn Football Club, Blackburn Cricket Club, St Thomas Primary School, TESSA, Mission Engage), blog/content marketing, and direct consultations at the two Melbourne offices. The firm has no external funding and operates as a multi-generational family-owned business (Noel Mannix co-founder; Pat Mannix current partner) under legal entity Paris Financial Services Pty Ltd, domiciled in Victoria, Australia.

Name

Paris Financial

Legal name

Paris Financial Services Pty Ltd

Website

https://parisfinancial.com.au

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

11–50 employees

Short description

Paris Financial is a Melbourne-based, privately held accounting and financial services firm founded in 1978, serving small businesses, property investors, allied health professionals, and individuals with tax, wealth, SMSF, and lending services delivered by 30+ professionals across two offices.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

NAICS

Mortgage and Nonmortgage Loan Brokers (52231), Portfolio Management and Investment Advice (523940)

SIC

Loan Brokers (6163), Investment Advice (6282)

akta.pro primary industry

Debt & Structured Finance / Mortgage Brokerage (BPAJABAK)

Keywords

• Small business tax services
• Wealth management advisory
• Mortgage broking services
• SMSF accounting services
• Business accounting services

Headquarters

HQ city

Blackburn

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting and Tax Services: Core tax compliance and advisory services for small businesses including tax planning, structuring, BAS, and annual returns. Revenue generated through professional service fees based on business complexity and scope of work.
2. Financial Planning and Wealth Advisory: Private wealth advisory services including retirement planning, investment strategies, risk insurance, and aged care planning. Licensed through Capstone Financial Planning, generating revenue through advisory fees and potentially ongoing advice fees.
3. Lending and Mortgage Broking: Mortgage broking and lending services through Paris Lending Pty Ltd, providing home loans, commercial loans, equipment finance, and SMSF lending. Access to over 30 bank and non-bank lenders. Revenue generated through commission on loans arranged.
4. SMSF Services: Self-managed super fund establishment, management, and advisory services including property purchases within SMSF structures.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Paris Financial provides accounting, taxation, wealth management, lending/mortgage broking, and self-managed super fund (SMSF) services to Melbourne-based small businesses and individuals. The firm operates as a full-service professional services practice with tax compliance and planning, financial planning advisory (under Capstone Financial Planning AFSL), lending broking (through Paris Lending), and SMSF establishment and management. Services are delivered by qualified accountants (CAs, CPAs), licensed financial advisers, and credit representatives across two Melbourne offices.

Product overview

Paris Financial is an Australian accounting and financial services firm offering a comprehensive suite of services for small businesses and individuals. The firm operates on a service-based model rather than a software product platform. Core offerings include Small Business Tax Services (covering startup, restructuring, growth, and mature business stages), Property Tax Advice (CGT, negative gearing, ownership structures), Allied Health industry specialization, Private Wealth Management (wealth creation, retirement, aged care, insurance), Lending & Finance brokering through Paris Lending (home loans, commercial finance, SMSF loans), and SMSF Establishment & Management. The firm also provides a Client Portal with tax checklists, secure document transfers via Microsoft SharePoint, and payment facilities. Services are delivered through qualified accountants, financial planners, and mortgage brokers across offices in East Melbourne and Blackburn, Victoria.

Differentiator

Problem solved

Functional benefit

Brands

• Paris Lending: Lending and finance services including home loans, commercial loans, equipment and vehicle finance, refinancing, business finance consulting, and SMSF loans. Access to over 30 bank and non-bank lenders.

Products and services

• Small Business Tax Services

Quantifiable outcome

• 47 years of quality professional advice and community spirit

Named customers3 records

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Capstone Financial Planning Pty LtdcoreStrategic or Co-development PartnerParis 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 is not owned by any bank, fund manager or financial institution, providing autonomy in business transactions and access to broad financial planning solutions. Located at Level 1, 607 Bourke Street, Melbourne Vic 3000.
• Paris Lending Pty LtdcoreStrategic or Co-development PartnerParis Lending Pty Ltd (ABN 91 416 486 773) was established to meet client demand for lending and finance services. Operates as Corporate Credit Representative No. 484811 under Buyers Choice Licencing Pty Ltd (ACL No. 509484). Provides access to over 30 bank and non-bank lenders for home loans, commercial loans, equipment finance, and SMSF lending.
• TESSA (Therapeutic Education and Somatic Skills for Adolescents)minorOthersParis Financial is a proud supporter of TESSA, founded by Steve Golding. TESSA provides active therapeutic programs combining psychosocial development with somatic education to help young people learn life skills and manage challenges. Paris Financial has supported TESSA for many years.
• Blackburn Football ClubminorOthersLocal community sports sponsorship supporting junior football in the Blackburn area.
• Blackburn Cricket ClubminorOthersLocal community sports sponsorship supporting cricket in the Blackburn area.
• De La Salle Old Collegians Amateur Football ClubminorOthersCommunity sports sponsorship supporting local amateur football.
• St Thomas the Apostle Primary SchoolminorOthersSupport for local Catholic primary school community initiatives.
• Mission EngageminorOthersFr James Grant Foundation supporting youth community engagement programs.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Pilot Partners: Boutique Melbourne-based chartered accounting firm with similar SMB and private wealth focus. Offers tax, advisory, and superannuation services in the same Melbourne market, directly competing for the same Melbourne small business client base.
• RSM Australia: Mid-tier Australian accounting and advisory network with broad SMB/SME and HNW focus. Provides tax, business advisory, wealth, and lending-adjacent services. Comparable size and integrated offering to Paris Financial.
• Crowe Australasia: Mid-tier Australian accounting and advisory network providing tax, audit, advisory, and wealth services to SMB and SME clients. Similar full-service model and geographic spread across Australian cities. Competes directly for mid-market tax and advisory engagements.
• HLB Mann Judd: Australian mid-tier accounting and business advisory firm with similar SMB and HNW client focus. Comparable in size, full-service offering (audit, tax, advisory, wealth), and multi-office model across Australian capital cities. Directly competes for the same small business tax and advisory engagements.
• Vincents: Australian chartered accounting and advisory firm with expertise in tax, insolvency, business advisory, and SMSF services. Comparable mid-tier positioning with SMB and HNW client focus, overlapping Paris Financial's tax and SMSF specializations.
• Pitcher Partners: Australian mid-tier accounting and advisory firm with full-service offering and SMB/SME focus. Comparable in scale and service breadth, including tax, business advisory, and wealth management services targeting private clients and small business owners.
• Nexia Australia: Australian accounting and advisory network with comparable mid-tier positioning. Provides integrated tax, business advisory, and corporate advisory services to private businesses and HNW individuals, directly overlapping Paris Financial's core offerings.
• Kelly+Partners: ASX-listed Australian accounting and advisory firm with deep SMB and HNW client focus. Highly comparable business model with tax compliance, business advisory, lending, and wealth services. Explicitly targets the same small business owner and private wealth segments as Paris Financial.
• William Buck: Australian mid-tier accounting and advisory network with strong SMB and SME focus. Offers integrated accounting, tax, wealth, and advisory services similar to Paris Financial. Comparable headcount and client profile in the SMB segment.

Broad incumbents

• BDO Australia: Top-tier Australian accounting and advisory network with significantly larger scale than Paris Financial. Serves overlapping SMB and mid-market client segments across Australia with a broader portfolio of audit, tax, advisory, and wealth services. Represents both competitive threat and potential acquirer/partner for a mid-tier firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/paris_financial
• YouTubeyoutube.com/channel/UCMJODeoQw6Gwi_AS1UI4j3g
• Facebookfacebook.com/pages/Paris-Financial/872634879461334
• LinkedInlinkedin.com/company/paris-financial
• Instagraminstagram.com/paris_financial

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Paris Financial