Custodian Financial Group was founded in 2009 with a vision of providing high quality, independent financial advice on a commission-free/fee-for-service basis with the ultimate outcome of developing and strengthening our client relationships, whilst delivering successful client outcomes. This approach has been embraced by our clients and has 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:
To ensure we can continue to maintain our strong client focus and personalised service, the Custodian Financial Group team has grown in line with the growth of the organisation. Each of our advisers have extensive industry experience and continue to maintain their status as Certified Financial Planners, the highest professional designation of the Financial Planning Association of Australia (‘FPA’).
As such, Custodian Financial Group continues to be well positioned to take on new clients, whilst ensuring the core values of quality advice and customer service are maintained.