Our team at Custodian Financial Group all have the necessary qualifications and experience to assist you in your financial planning requirements. Here is a greater insight into the team.
David has been in the financial services industry since 1994, firstly as an Accountant and then as a Financial Adviser from 2000 onwards. David successfully ran a boutique financial advisory firm from 2003 to 2007 until it was acquired by a larger organisation, and then in 2009, David established Custodian Financial Group. He has completed a Bachelor of Commerce (Accounting major) and the Diploma of Financial Planning and is currently a Certified Financial Planner, the highest professional designation of the Financial Planning Association of Australia ('FPA'). David enjoys dealing with all clients who appreciate the value of, and will act upon sound financial advice. David loves spending time with his family, where a large part of his time is spent chasing after his three children. If time permits, he enjoys a game of golf and the beaches of the South Coast during the summer months.
Jason joined Custodian Financial Group in 2011 and has been in the financial services industry since 2008. Before joining the industry he completed a Bachelor of Commerce (Banking & Finance major) and Bachelor of Information Technology, and later went on to complete a Diploma of Financial Planning. Jason is also a Certified Financial Planner and Life Risk Specialist, as recognised by the FPA. Jason's driving motivation is the ability to help people from all walks of life achieve their financial and lifestyle goals through a holistic approach to strategic, investment and risk advice. Jason maintains an active lifestyle and is usually found at any sporting event or on the tennis court in his spare time.
Felix joined Custodian Financial Group in 2015, where he initially assisted the existing Financial Advisers and their clients wherever possible. Since this time, Felix has grown into the role of Financial Adviser himself and now enjoys interacting and assisting his own clients to achieve their financial and lifestyle goals. Felix takes a great interest in the financial industry and has completed a Bachelor of Finance majoring in Financial Planning at the University of Canberra. He believes that education and continued professional development is vital. When not in the office, Felix enjoys spending time with friends and family, training for his next triathlon or watching his favourite football team play on the weekend.
Ashleigh joined Custodian Financial Group in August 2016 and initially performed the administrative tasks of the practice. As time has passed, Ashleigh's confidence and understanding of the industry and business has grown resulting in Ashleigh providing an invaluable contribution to our advisers and clients on a daily basis in her current role as a Client Relationship Manager. Outside of work Ashleigh enjoys spending time with friends and playing soccer over the winter.
Brendan started with Custodian Financial Group in March 2018 providing administrative support for our advisers and team. Through his role Brendan has recognised the importance of efficiency in the workplace, time management and how they lead to superior outcomes, which has enabled Brendan to advance to the position of Client Relationship Manager. Brendan is currently studying a Bachelor of Finance, undertaking a major in Financial Planning at the University of Canberra. After completing his degree, Brendan aims to pursue a career as a financial planner. In his spare time, Brendan enjoys going to the gym and going out with friends on the weekend.
Adya joined Custodian Financial Group in February 2019 and has been performing the administrative tasks of the practice since joining. She is currently in her final year of a Bachelor of Finance with a major in Financial Planning at the University of Canberra and hopes to continue to further her career within this industry post the completion of her degree this November. Even though not much time has passed, Adya's appreciation and confidence of the business and the industry has grown giving her a wider perspective of its inner workings. Outside of work Adya enjoys spending time with friends and watching movies over the weekends.