About Us

Who We Are

Custodian Financial Group was founded in 2009 as a self-owned financial advisory firm (i.e. no financial institution or product provider has an ownership interest in our business) with a vision of providing high quality and commission-free/fee-for-service investment advice. Our focus on developing and strengthening our client relationships, whilst delivering successful client outcomes, has been embraced by our clients and resulted in significant growth of the organisation. We deal with a broad spectrum of clients, including young wealth accumulators, pre-retirees, self funded retirees, self‑managed superannuation funds and large not-for-profit organisations. We provide a full range of financial services, including:

Australian Financial Services Licensee: Custodian Financial Group Pty Ltd

License Number: 465524, ABN: 48 738 720 905