Close this search box.

Rhys Caldwell-Bastian


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 to protect their shareholders, employees or key people.

In his spare time Rhys enjoys spending time with his partner and two kids. During the colder months he can often be found playing hockey or soccer.

Areas of Expertise