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Jason Rance

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.

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Areas of Expertise
  • SMSFs and Family Trusts
  • Not-for-Profits
  • Tax Minimisation Strategies
  • Retirement Planning
Qualifications
  • Bachelor of Information Technology
  • Bachelor of Commerce (Majoring in Banking and Finance)
  • Diploma of Financial Planning
  • Ethics and Professionalism in Financial Advice
  • Passed ASIC Financial Adviser Exam
  • Life Risk Specialist
Memberships
  • CFP Member, Financial Advice Association Australia (FAAA)

Are you ready to take control of your finances and achieve your goals?

Contact Us

Custodian Financial Group Pty Ltd 
AFSL: 465524
ABN:  46 246 031 241

Business Hours
Monday to Friday:
8:30am to 5:30pm

Contact Details:

Level 1, 65 Canberra Avenue, Griffith ACT, 2603
PO Box 4178, Kingston ACT, 2604

(02) 6162 1871

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