Custodian Financial Group Pty ltd

AFS License Number
465524
Name
Custodian Financial Group Pty ltd
ABN/ACN/ARBN
92139279306
Licensee issued
Nov. 5, 2014
Address
Griffith, 2603, ACT

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
securities; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Ashleigh Errington 2023 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Brendan Alastair Chin 2022 2019 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Canberra ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Mark Cox 2001 1996 - Bachelor of Commerce - - Australian National University ~ 2000 - Diploma of Financial Planning - - Deakin University
 Felix Christopher Humphries 2018 2017 - Bachelor of Finance (Financial Planning Major) - - University of Canberra
 Jason Allenby Rance 2009 2006 - Bachelor of Information Technology - - University of Canberra ~ 2007 - Bachelor of Commerce - - University of Canberra ~ 2009 - Diploma of Financial Planning (Financial Services) - - Kaplan ~ 2012 - Certified Financial Planner - - Deakin University ~ 2013 - Life Risk Specialist - - Deakin University
 Neil Michael Pilger 0 2024 - Bachelor of Commerce (FInancial Planning) - Bachelor Degree (AQF 7) - University of Canberra
 Rhys Django Caldwell-bastian 2008 2008 - Bachelor of Commerce - - University of Canberra ~ 2009 - Superannuation, Retirement Planning & Social Security - - Pinnacle ~ 2011 - Margin Lending and Geared Investments - - Kaplan