Stephen Mason has been a Financial Planner since 1989 and is an Authorised Representative of Customised Financial Pty Limited.
His aim since 1989 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. He operates out of a practice in Sydney at Engadine, in the Sutherland Shire.
In order to provide financial planning services a person is required by law to be either licensed directly, or authorised by a licensee. Stephen is an Authorised Representative of Customised Financial Pty Limited.
Our Approach
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 effect 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 financial strategy and investments remain appropriate to your needs and goals.
