Stephen Mason – Financial Planner/Partner
Qualifications 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
Stephen became involved in the financial planning industry in 1990 with Lonsdale Financial Planning Group and qualified as a Certified Financial Planner in 2000. In 2002, he went into partnership with Russell Orr and together they ran Customised Financial Planning till Russell retired in 2017. Stephen ran the business alone until he recently went into partnership with Dimos Fessopoulos.
Stephen also has over 30 years experience in the accounting industry. After working for 10 years in both accounting practices and industry in 1989 Stephen established ‘Lister Mason & Co’. In April 2002 the practice was moved to new premises and re-branded to ‘Lister Mason’ as it is known today. In fact Lister Mason turned 30 on 1st July 2019.
With the help of a dedicated team of staff, Stephen has grown the financial planning business over the last 30 years. It is now recognised as one of the Shire’s leading financial planning firms and is known for offering personal, straightforward and accessible advice helping individuals and business owners alike to reach their full financial potential.
On a lighter note, Stephen is an avid Cronulla Sharks loyal supporter. His dreams came true in October 2016 when his beloved Sharkies won the NRL Grand Final, at which he was a spectator. At last he knows he can die a happy man! He lives in the Shire and has two adult children, Lauren and Luke and in July 2020 became a Grandfather to Jordan – a role he loves!
- B. App. Sc (Physio.); APAM; Grad. Dip. App. Fin. (FP); AFP®
- Authorised Representative of Lonsdale Financial Group
Senior Paraplanner/Practice Manager
Winnie has a B.A. in Media and Communications (UNSW) and an Advanced Diploma of Financial Planning (Kaplan). She has over 17 years working in Finance – three years part-time Client Services/Marketing at TAL, two years in Margin Lending and eleven years+ in financial planning.
Winnie emigrated to Australia from Hong Kong when she was 5 and now resides in South-Western Sydney with her husband and two primary aged school children.
Her interests include swimming, travelling, culture and she loves Japanese food!
Prior to joining Customised Financial Planning over two years ago, Lisa studied Biotechnology at the University of Technology Sydney. Following graduation, Lisa gained experience working in the Accounting industry where she gained skills in administration and client services. In 2021, Lisa will commence her studies for a Graduate Diploma of Financial Planning to further expand her knowledge of our field.
Outside of working hours, Lisa is an avid Dodgeball player and Sushi eater.
Associate Financial Planner
Daniel has been working within the financial planning sector for close to five years with the ultimate goal of becoming a financial adviser. He has a passion for improving the financial lives of others by guiding them to their goals. He is currently completing a Masters of Financial Planning and has previously completed a Graduate Certificate in Applied Finance along with a Diploma in Financial Planning.
When he isn’t working you’ll find Daniel playing Rugby Union or Cricket (when he isn’t injured!), catching up with friends and family and running after his dog.
Cath Parr – Administrator
Cath has been with the firm for over 19 years in her role as Administration Manager for Lister Mason, Accountants. She has over 35 years’ 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.
Cath is married with two adult children plus a Bulldog named Rosie! In her spare time, she loves to spend time at home, particularly in her garden.
Chris Mason – Administrator
Chris has been working with the firm Lister Mason, Accountants for over 26 years in her role as Office Manager. She also works for Customised Financial Planning, assisting the financial planners with administrative matters and client liaison.
She has over 40 years’ experience working for accounting/financial firms. She has two adult children, Lauren and Luke. As of July 2020 she became a grandmother for the first time to Jordan and is loving her time spent with him. Other than that she loves to travel, especially if it involves walking.