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Recently we underwent the annual Compliance Audit conducted by the IOOF compliance team.
This is a compulsory requirement to ensure we continue to meet the highest of advice standards.
We are proud to advise we achieved the highest ranking – being 5 stars.
This is testament to the diligence and efforts of all staff who understand the need to ensure client matters are handled to the highest of standards.
Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.
The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.
We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.
Enquire NowI have been a client of Customised Financial Planning for many years, and cannot thank them enough
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