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Customised Financial Planning
 
 
Overview: 

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.


 
 
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