CUSTODIAN FINANCIAL GROUP - Key Persons
Ashleigh (Ash) started in the financial planning industry in an administration role in 2016. Having benefited from financial advice at a young age herself and seeing both the financial and non-financial benefits of this, is what lead Ash to go down the pathway to becoming an Adviser herself. Ash completed a Graduate Diploma in Financial Planning in 2022 and is currently undertaking her Professional Year. She enjoys helping clients make more informed decisions by working with them to align their goals and values with their financial decisions. Outside of the office, Ash enjoys pilates and hiit classes, as well as hiking and camping with her partner.
Brendan started with Custodian Financial Group providing administrative support for the advisers and team. Through his role Brendan has recognised the importance of efficiency in the workplace, time management and how they lead to superior outcomes, which has enabled Brendan to advance to the position of Associate. Brendan thrives on working with clients to achieve their goals. Brendan has completed a Bachelor of Finance majoring in Financial Planning at the University of Canberra. In his spare time, Brendan enjoys going to the gym and going out with friends on the weekend.
Chris joined Custodian Financial Group in May 2022 and has since become a valued member of the administrations team by assisting all within the business and our clients as required.. Chris has just finalised his Bachelor of Commerce majoring in Financial Planning and is aiming to continue developing his career in the industry. Outside of work, Chris' passions include going on nature walks, watching sport and spending time with his friends and family.
David 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. He has completed a Bachelor of Commerce (Accounting major) and the Diploma of Financial Planning and is currently a Certified Financial Planner, the highest professional designation of the Financial Planning Association of Australia ('FPA'). 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 game of golf and the beaches of the South Coast during the summer months.
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 non-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 mastering his skills on Mario Kart or practicing his tennis serve.
Jason joined Custodian Financial Group in 2011 and has been in the financial services industry since 2008. Before joining the industry he completed a Bachelor of Commerce (Banking & Finance major) and Bachelor of Information Technology, and later went on to complete a Diploma of Financial Planning. Jason is also a Certified Financial Planner and Life Risk Specialist, as recognised by the FPA. 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.
Job Titles:
- Client Relationship Manager
Neil started with Custodian Financial Group in August 2020 and provides assistance to the advisers and their clients. He is currently studying a Bachelor of Commerce majoring in Financial Planning at the University of Canberra. Neil aims to become a financial adviser upon finishing his degree as he is passionate towards working with people and helping them 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.
Rhys has been working in the financial services industry since completing his Bachelor of Commerce (Financial Planning) degree in 2008. Since then he has worked as a stockbroker, financial planner and most recently he ran the ACT 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.
Tyler is currently completing his Bachelor of Commerce, majoring in Financial Planning. Since beginning with Custodian Financial Group, Tyler has been assisting the entire team by providing administrative support wherever possible. Tyler is interested in developing his knowledge as he wishes to become a financial adviser and one day manage his own investment fund as his career develops. You will often speak to Tyler when calling the office or arriving for your next meeting, as he enjoys making clients feel welcome and happy with our service. Outside of the office, you will usually find Tyler around the golf course or tennis courts forever trying to improve his game!
Job Titles:
- Client Relationship Manager
Victoria joined Custodian Financial Group in November 2020 and provides assistance to the Financial Advisers and their clients. She is enthusiastic about helping clients achieve their desired financial future and believes that clear communication is essential. Outside of work, Victoria enjoys spending time with friends and family, as well as bike riding and running.