Our Team

Stephen Mason

stephen-mason-250x150Qualifications and experience:

  • Authorised Representative of Lonsdale Financial Group – since 1991
  • Certified Financial Planner CFP®
  • A member of the Financial Planning Association (FPA) since 1995
  • Bachelor of Business
  • Certified Practising Accountant
  • Public Practice Certificate
  • A member of CPA Australia

 

 

Helen Cracknell

Qualifications and experience:

 

  • Certified Financial Planner CFP®
  • A member of the Financial Planning Association (FPA) since 1995

Helen works within the practice on a part time basis (3 days per week – Monday, Thursday and Friday)

Her previous roles as a financial planner have been with Commbank and Telstra Super Financial Planning.

She chose to stay within the field as she enjoys dealing with clients, developing and maintaining relationships.

Outside of work she keeps track of her husband, two teenage daughters and a 6 year old Labradoodle.

Working part-time allows for a healthy work/life balance.

 

 

 

 

Cath Parr – Administrator

cathy-parr-250x150Qualifications and experience:

Cath has been with the firm for over 15 years in her role as Administration Manager for Lister Mason, Accountants. She has over 35 year’s experience working in various industries, including managing executive suites where she gained experience in many different aspects of small business.

Her diverse and extensive experience in administration is invaluable to Customised Financial Planning.