Experience

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  Customised Financial Planning

  • Australia
  • Financial Services
  • 1 - 100 Employee

  • Senior Partner

    • Apr 2002 - Present

    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.We are Authorised Representatives of Lonsdale Financial Group Limited, a very well respected dealer group in the industry. Lonsdale provides us with much support including valuable research, compliance advice and inspections, and professional indemnity which ensures protection for our clients.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.

  • Partner

    • Apr 2002 - Present

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  Lister Mason Accountants

  • Engadine, NSW

  • Principal

    • Jul 1989 - Present
    • Engadine, NSW

    Experienced, trusted tax and business advisors serving the ‘Shire’ for more than 20 years Lister Mason Tax & Business Advisory is one of the Sutherland Shire’s most experienced and trusted business advisors. Serving the area since 1989, our team has over 140 years of combined experience in th...

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  Daytec Computers Pty Ltd

  • Senior Accountant

    • May 1984 - Jun 1985
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  Pioneer Concrete NSW

  • Regional Accountant

    • Mar 1981 - May 1984
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  Pannell Kerr Foster Charted Accountants

  • Trainee Accountant

    • Jan 1978 - Mar 1981