# Custodian Financial Group ## Posts - [Hello world!](https://custodianfinancial.com.au/hello-world/): Welcome to WordPress. This is your first post. Edit or delete it, then start writing! ## Pages - [](https://custodianfinancial.com.au/siprabi-bhattarai/): Back to Our Team Siprabi Bhattarai Client Relationship Manager Siprabi joined Custodian Financial Group in 2025 after having spent several years in the financial services industry.  Connect Connect on LinkedIn Areas of Expertise Implementation of Advice Client Service Technical Knowledge Qualifications Bachelor of Commerce (Majoring in Financial Planning) - [](https://custodianfinancial.com.au/max-rawlinson/): Back to Our Team Max Rawlinson Client Relationship Manager Max started with Custodian Financial Group in 2025 and is currently in his 4th year of study at the Australian National University (ANU), where he is completing a Bachelor of Economics and Bachelor of Finance, majoring in Capital Markets. He has past experience in customer service as a bartender, where he developed strong people skills that translate into his work at Custodian.  Outside of his studies, Max plays for Tigers FC U23s, having previously played for ANU’s first grade team over the past two years, where he also competed at UniSport Nationals […] - [](https://custodianfinancial.com.au/preassessment/): Custodian – Personal Insurance Preassessment (v6.10f) Personal Insurance Preassessment Personal & Contact Full name Date of birth Email Phone GenderSelect…FemaleMaleOtherPrefer not to say Citizenship / Residency Height (cm) Weight (kg) BMI (auto) Smoker statusSelect…Smoker (including vaping)Non-smokerQuit smoking/vaping within last 12 months Health Overview Tick any categories that apply, then enter disclosures under the relevant headings. Examples are shown inline. Mental health (e.g., depression, anxiety, PTSD, bipolar) 0 Musculoskeletal (e.g., back/neck, joints, surgeries, arthritis) 0 Cardio/Metabolic (e.g., blood pressure, cholesterol, diabetes) 0 Respiratory (e.g., asthma, bronchitis/persistent cough, sleep apnoea) 0 Digestive/Autoimmune (e.g., coeliac, Crohn’s, IBS, ulcers, autoimmune) 0 Cancer (e.g., skin […] - [Sukumar Mishra](https://custodianfinancial.com.au/our-team/sukumar-mishra/): Back to Our Team Associate Sukumar joined Custodian Financial Group’s risk division in 2024, bringing extensive experience in financial advice and brokerage. With qualifications in finance and accounting, he is passionate about assisting clients in their financial journey. Sukumar focuses on mitigating client’s risk through tailored strategies that help them achieve their financial goals and secure their future. Outside of work, Sukumar writes a financial blog to simplify financial concepts for everyday readers. In his downtime, he enjoys open-water swimming and playing the violin as a way to unwind. Connect Connect on LinkedIn Areas of Expertise Medical, IT and Government Contracting Professionals Individual Risk Mitigation […] - [Josh White](https://custodianfinancial.com.au/our-team/josh-white/): Back to Our Team Partner Josh has over 11 years of professional experience in the accounting and financial services industry, specialising in the medical and property sectors for high-net-worth clients. His expertise covers investments, superannuation, business, and retirement planning, enabling him to offer comprehensive and tailored financial solutions. Josh’s deep understanding of wealth creation strategies ensures his clients receive holistic plans designed to achieve their financial and personal goals. A proud Canberra local and St Edmund’s graduate, Josh is passionate about rugby league and union. When he’s not on the footy field, you can find him enjoying a round of golf, […] - [Business Owners](https://custodianfinancial.com.au/business-owners/): Business Owners As a business owner, you have unique financial needs and challenges. You need a financial plan that reflects your personal and professional goals, and that adapts to the changing circumstances of your business. You also need a trusted partner who can help you navigate the complex financial landscape and provide you with sound advice and solutions. That’s where we come in. We offer a personalised and holistic approach to financial planning. We take the time to understand your situation, your goals, and your preferences. Whether you are just starting out, expanding your business, or preparing to exit, we […] - [Tatenda Danzvara](https://custodianfinancial.com.au/our-team/tatenda-danzvara/): Back to Our Team Administration Officer Tatenda joined the administration team in 2024, bringing with her a wealth of experience in the financial services industry. Her experience has been gained within banking and financial planning across two countries – Australia and the UK, having worked primarily in Canberra and Edinburgh. Tatenda is working towards joining the advisory team as a Wealth Adviser and looks forward to being able to add value to our clients by guiding them through their financial aspirations.  Tatenda spends her time appreciating the joys of being alive with her family and friends – good food, cherry […] - [Debbie Turvey](https://custodianfinancial.com.au/our-team/debbie-turvey/): Back to Our Team Client Relationship Manager Deb was a Financial Advisor for over 20 years helping clients plan successfully for their long-term goals and managing life transitions.  She now enjoys utilising these skills to assist our Advisers, mentoring our next generation of advisers, as well as building enduring relationships with clients. Deb places high regard towards communication and ensuring client queries are seen through to completion. Her fundamental goal is to ensure our clients feel comfortable their financial wellbeing is looked after by their dedicated team. In her downtime, Deb enjoys equestrian pursuits, going on road trips with her […] - [Liam Robinson](https://custodianfinancial.com.au/our-team/liam-robinson/): Back to Our Team Client Relationship Manager Liam has been working within the financial services industry for the past three years and brings a genuine passion for financial education and client-focused advice to his role. He strongly believes that no two clients are the same and takes a personalised, holistic approach to financial services, considering not just the numbers, but the individual goals, values, and circumstances that shape each client’s financial journey. Liam is driven by the belief that financial freedom and independence are key foundations for a prosperous and fulfilling life. He takes pride in helping clients build confidence […] - [Neil Pilger](https://custodianfinancial.com.au/our-team/neil-pilger/): Back to Our Team Provisional Financial Adviser Neil joined Custodian Financial Group in 2020, providing valuable assistance to the advisers and team. Focused on his professional development, Neil has been constantly expanding his knowledge and skills in financial planning. Today, as an Associate at Custodian, Neil utilises his expertise to guide clients towards financial success. Passionate about working with people, Neil is committed to helping clients to 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. Connect Connect on LinkedIn Areas of Expertise Personal […] - [Brendan Chin](https://custodianfinancial.com.au/our-team/brendan-chin/): Back to Our Team Financial Adviser Brendan started with Custodian Financial Group providing administrative support for the advisers and team before progressing into a financial adviser himself. Brendan thrives on working with clients to achieve their goals. Brendan has over six years in the industry and takes a holistic approach to financial planning, taking into account factors such as risk tolerance, investment goals, retirement plans, tax implications, and estate planning.  In his spare time, Brendan enjoys going to the gym and going out with friends on the weekend. Connect View Adviser Ratings Profile View on the Financial Advisers Register Connect […] - [Rhys Caldwell-Bastian](https://custodianfinancial.com.au/our-team/rhys-caldwell-bastian/): Back to Our Team Partner Rhys has been working in the financial services industry since 2008. He has worked as a stockbroker, financial planner and most recently he ran a 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 […] - [Felix Humphries](https://custodianfinancial.com.au/our-team/felix-humphries/): Back to Our Team Partner Felix has been with Custodian Financial Group since 2015 and has experience advising a diverse client base, from young accumulators to large self-managed superannuation funds and not-for-profits. He assists his clients with wealth creation strategies, taxation, superannuation 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 can be found around town with his wife and baby daughter. He has high hopes that her first words will be “diversified investment strategy”.  Connect View Adviser Ratings […] - [Jason Rance](https://custodianfinancial.com.au/our-team/jason-rance/): Back to Our Team Partner Jason joined Custodian Financial Group in 2011 and has been in the financial services industry since 2008. 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. Connect View Adviser Ratings Profile View on the Financial Advisers Register Connect on LinkedIn Areas of Expertise SMSFs and Family Trusts Not-for-Profits Tax Minimisation Strategies Retirement Planning Qualifications […] - [Complaint Handling](https://custodianfinancial.com.au/complaint-handling/): We value your feedback and take your complaints seriously. If you are not satisfied with any aspect of our financial advice service, please let us know as soon as possible. We will do our best to resolve your issue in a fair and timely manner. Complaints Process Contact us by phone, email or mail and explain your complaint. Please provide as much detail as possible, such as the date, time and nature of the issue, the people involved, and any supporting documents or evidence. We will acknowledge your complaint within five business days and assign a case manager to handle […] - [Terms and Conditions](https://custodianfinancial.com.au/terms-and-conditions/): This website is operated by Custodian Financial Group (ABN 46 246 031 241, AFSL: 465524). The information provided on this site is of a general nature and should not be considered exhaustive or as financial advice. It is offered in good faith and believed to be accurate at the time of preparation. This information does not constitute specific investment advice, and we strongly recommend seeking professional consultation before making any investment decisions. We make no warranty regarding the accuracy, reliability, or completeness of the information on this website. We do not take responsibility for the content of external sites accessed […] - [High Net Wealth](https://custodianfinancial.com.au/high-net-wealth/): High Net Wealth You are among the elite few who have achieved financial success and security. You have worked hard to build your wealth, whether through a high-powered career or a successful business. You have enough assets to not only take care of yourself, but also your children and future generations.But with great wealth comes great complexity. You face unique challenges that require professional advice. You need a financial plan that is tailored to your specific goals and circumstances. You need a trusted partner who can help you navigate the ever-changing financial landscape.That’s where we come in. We are experts […] - [Public Servants and Military](https://custodianfinancial.com.au/public-servants-military/): Public Servants and Military You are not just a number. You are a public servant or a military member who has dedicated your life to serving your country and community. You have a unique superannuation fund that reflects your valuable contribution, such as the PSS, CSS, PSSap, DFRDB or MSBS. But you also face unique challenges when it comes to planning your financial future. How do you make the most of your defined benefit pension or high substantial employer contributions? How do you navigate the complex rules and regulations that apply to your fund? How do you achieve the flexibility […] - [Not-for-Profits](https://custodianfinancial.com.au/not-for-profits/): Not-for-Profits You are a leader of a non-for-profit organisation that is dedicated to making a positive impact in the world. You have a vision, a mission and a passion for your cause. You also have a responsibility to manage your resources effectively, efficiently and ethically. You may be facing some challenges and objectives, such as: Outsourcing the management of your resources to a trusted partner who can help you maximise your impact and minimise your costs. Ensuring that you can become self-sufficient and non-reliant on government grants or other external sources of funding. Aligning your financial strategy with your organisational […] - [Medical Professionals](https://custodianfinancial.com.au/medical-professionals/): Medical Professionals You are a medical professional who has dedicated your life to helping others. You may be a medical student, an experienced doctor, or even own your own practice. You have worked hard to achieve your goals and you deserve to enjoy the rewards of your efforts. But you also face unique challenges and opportunities that come with your profession, such as high and potentially variable cashflow, complex tax and legal issues, and long-term planning for retirement and generational wealth transferring.We understand your situation because we have helped many clients like you before. We can provide you with tailored […] - [Families and Individuals](https://custodianfinancial.com.au/families-and-individuals/): Families And Individuals This is our bread and butter. We have helped countless families and individuals achieve their financial goals, no matter what stage of life they are in. Whether you are approaching retirement or already retired, starting out your wealth journey, or somewhere in between, we can help.We have the expertise and experience to tailor a plan that suits your unique needs and aspirations. We understand the challenges and opportunities that different life situations present, and we are here to guide you along the way. How We Help Financial advice We help you achieve your financial goals with personalised […] - [Our Approach](https://custodianfinancial.com.au/our-approach/): Our Approach We view ourselves as the trusted professional wanting to partner with you to form a long-term and collaborative relationship, extending beyond just the boundaries of financial advice. We will be proactively involved in your broader financial needs, including personal insurance, accounting, lending and legal requirements and are driven to deliver a service that will add considerable value to your circumstances. We will help you gain a deeper understanding of what financial security and freedom means to you. This will allow us to develop strategies that provide a pathway to achieving your goals and objectives. Ultimately this will allow […] - [Our Engagement Process](https://custodianfinancial.com.au/our-engagement-process/): Our Engagement Process We have developed a client engagement process that is tailored to your needs and goals. Our process is transparent and collaborative, allowing you to participate in every step of the journey from initial enquiry to becoming an ongoing client of Custodian Financial Group. We value your input and feedback, and we strive to build a lasting relationship with you. Initial Client Meeting At this meeting, we introduce you to Custodian Financial Group and listen to your needs, preferences and expectations, and assess your current situation. Our goal is to understand your vision and offer you the best […] - [David Cox](https://custodianfinancial.com.au/our-team/david/): Back to Our Team PartnerDavid 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. 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 […] - [Our Team](https://custodianfinancial.com.au/our-team/): Our Team Our team is composed of highly qualified professionals in the industry, and we strive to cultivate an atmosphere that enables clients to benefit from the collective expertise of the group, not just a single person. David Cox Partner View bio Jason Rance Partner View bio Josh White Partner View bio Rhys Caldwell-Bastian Partner View bio Liam Robinson Client Relationship Manager View bio Brendan Chin Financial Adviser View bio Debbie Turvey Client Relationship Manager View bio Max Rawlinson Client Relationship Manager View bio Siprabi Bhattarai Client Relationship Manager View bio What Our Clients Say About Us “The team at […] - [Our Story](https://custodianfinancial.com.au/our-story/): Our Story We have seen the dark side of our profession. Too many advisers with poor ethics and big corporations with hidden agendas.We faced a choice when we started the business in 2009: join them or do our own thing. It was an easy call.We started as a group of independent-minded professionals (who are still active in the business), and we hired others who shared our passion for excellence.We are selective about who we work with. We demand more from our clients, our partners, our investments, and ourselves. We value our reputation highly, which is rare in this industry. Our […] - [Contact Us](https://custodianfinancial.com.au/contact-us/): Contact Us Address Level 1, Suite 4, 42 Macquarie Street, Barton ACT 2600 PO Box 4178, Kingston ACT 2604 Phone (02) 6162 1871 Email hello@custodianfinancial.com.au Business Hours Monday to Friday: 8:30am to 5:30pm - [Home](https://custodianfinancial.com.au/): Providing financial freedom through wealth creation We are a self-licenced financial advisory firm that provides holistic advice to clients who want to entrust their finances to a professional. We listen to your needs and offer tailored advice that is honest and ethical. What do our clients say about us? We undertake anonymous client surveys on a periodic basis to ensure that we are always meeting our clients’ expectations. 0 % of Custodian Financial Group clients rated their service as ‘excellent’, were highly likely to recommend us and expected to be using their Custodian Financial Group adviser for many years to come […] - [Privacy Statement](https://custodianfinancial.com.au/privacy-statement/): Safeguarding the privacy of our clients is a top priority for us. In alignment with the Privacy Act 1988 (Cth) and our commitment to protecting confidential information, we have established this Privacy Policy. The Privacy Act mandates adherence to the Australian Privacy Principles, guiding the collection, use, correction, disclosure, and transfer of personal information in the financial industry. If you seek more details on our privacy protection measures, please contact us. What data do we collect? Our Privacy Policy outlines our practices regarding the collection, utilisation, and management of personal information, adhering to the Australian Privacy Principles (APP). We gather […] ## Optional - [Agent (MCP protocol)](websites-agents.hostinger.com/custodianfinancial.com.au/mcp) [comment]: # (Generated by Hostinger Tools Plugin)