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 spends his spare time with his better half and two young sons and enjoys the occasional hit of tennis.
Felix has been with Custodian Financial Group since 2015 and has gained experience advising a diverse client base, from young accumulators to large self-managed superannuation funds. He enjoys assisting his clients with wealth creation strategies, taxation, superannuation, personal insurance and investment strategy development. Felix enjoys being able to guide his clients through their financial circumstances to help them achieve their financial and lifestyle goals. When not in the office, Felix is an avid rock climber and can be found in search of his next mountain to conquer.
Rhys has been working in the financial services industry since completing his Bachelor of Commerce (Financial Planning) degree in 2008. Since then he has worked as a stockbroker, financial planner and most recently he ran the ACT division of a major insurance brokerage before leaving in order to join the Custodian team in 2021. Rhys is driven by a desire to ensure that his clients are adequately protected from the financial impacts of the unforeseen, having seen firsthand the cost of major illness on a number of close friends. He has worked with clients ranging from young couples looking to start a family, to large businesses looking to protect their shareholders, employees or key people. In his spare time Rhys enjoys spending time with his partner and two kids. During the colder months he can often be found playing hockey or soccer.
Brendan started with Custodian Financial Group providing administrative support for the 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 Associate. Brendan thrives on working with clients to achieve their goals. Brendan has completed a Bachelor of Finance majoring in Financial Planning at the University of Canberra. In his spare time, Brendan enjoys going to the gym and going out with friends on the weekend.
Victoria joined Custodian Financial Group in November 2020 and provides assistance to the Financial Advisers and their clients, as well as administrative support for our team. She is enthusiastic about helping clients achieve their desired financial future and believes that clear communication is essential. Outside of work, Victoria enjoys spending time with friends and family, as well as oil-painting and creative writing.
Snehaal joined Custodian Financial Group in January 2021, where she provides support to advisers, maintains client relationships and assists with implementing advice. She takes pleasure in knowing that she is able to work together with the advisers to provide excellent services to clients and improve their overall financial well-being. Snehaal holds a Bachelor of Finance degree from the University of Canberra. In her spare time, she enjoys shopping, travelling and spending time with her family and friends.
Dasa joined Custodian Financial Group in August 2019, becoming a reliable and supportive Administration Officer. Dasa continues to provide administrative support for our advisers and assists our team wherever possible. As time has passed, Dasa has developed a keen interest in helping clients feel welcomed and ensuring efficient operations of the business. Outside of work, Dasa enjoys spending time with friends and family and walking her chihuahua to the park.
Neil started with Custodian Financial Group in August 2020 and has been performing the administrative tasks of the practice since joining. He is currently studying a Bachelor of Commerce majoring in Financial Planning at the University of Canberra. Neil aims to become a financial adviser upon finishing his degree as he is passionate towards working with people and helping them achieve their goals. Outside of the office, Neil enjoys spending time with friends and family, going on long runs and kayaking around Lake Burley Griffin.