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:
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 Directors/Financial 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.