OUR STORY

Stephen and Russell joined forces in 2002, forming Customised Financial Planning. As Authorised Representatives of Lonsdale Financial Group Limited for many years, we found we share a common approach and values in providing financial planning advice.

Our aim, then and now, is to build a financial planning practice which continues to grow to personally and professionally meet the needs of an increasing client base. We operate out of two practices in Sydney at Engadine and North Parramatta.

In order to provide financial planning services a person is required by law to be either licensed directly, or authorised by a licensee. We are Authorised Representatives of Lonsdale Financial Group Limited, a very well respected dealer group in the industry. Lonsdale began in 1985 to provide financial planning advice largely to the clients of accounting practices.

Lonsdale provides us with much support including valuable research, compliance advice and inspections, and professional indemnity which ensures protection for our clients.

OUR APPROACH

Our advice provides solutions to the challenges people face at various stages in their lives.

We aim to get to know you – especially your financial and lifestyle needs and goals.  We can then work in partnership with you to create and put into affect the most appropriate strategies to help you achieve your goals.

Solutions are customised so as to be flexible to meet changes in your goals over time. They are tax effective and cost competitive to put into practice.  Once in place, we offer a range of ongoing review services.  It is essential that we meet at least annually to ensure that your investment strategy remains appropriate to your needs and goals.

STEPHEN MASON Qualifications and Experience: Bachelor of Business Certified Practising Accountant Public Practice Certificate A member of CPA Australia Certified Financial Planner Authorised Representative since 1991 A member of the Financial Planning Association (FPA) since 1995

RUSSELL ORR Qualifications and Experience: Bachelor of Economics Diploma of Education Diploma of Financial Planning Certified Financial Planner Authorised Representative since 1991 A member of the Financial Planning Association (FPA) since 1995