About Me

Financial adviser at Custodian Financial Group in Barton, ACT. We are a boutique firm committed to providing high quality holistic advice. We are non-aligned and have no institutional ownership. As a result, we have no sales targets or volume based incentives to recommend any particular product, ensuring all investment recommendations are made in the clients' best interest. We operate purely on a fee for service model to ensure there are no conflicts of interest in relation to the advice which we provide. Should you wish to speak to myself, please do not hesitate to call our office on (02) 6162 1871 or email me at jason@custodianfinancial.com.au.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Custodian Financial Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®