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. After 33 years of running Lister Mason, he sold the practice in October 2021 and now focuses solely on his financial planning role.
With the help of a dedicated team of staff – Daniel, Irena, Chris and Cath, together with Dimos, 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 dream 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 married adult children, Lauren and Luke but the apple of his eye are his two grandsons, Jordan and Harvey.
- B. App. Sc (Physio.); APAM; Grad. Dip. App. Fin. (FP); AFP®
- Authorised Representative of Lonsdale Financial Group
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 an administration role. 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. She absolutely loves spending time with her two young grandsons, Jordan and Harvey. Other than that she loves to travel, especially if it involves walking or some sort of adventure.