Customised Financial Planning

Ph: 02 9548 5933 Talk To Us

  • About
    • Our Team
    • Our Approach
    • Our Investment Portfolio Construction Philosophy
    • Financial Services Guide
  • Our Services
    • Retirement
    • Wealth Creation
    • Finance
    • Insurance
    • Aged Care Planning
    • Estate Planning
  • Tax & Business Advisory
  • Resources & News
    • Useful Information
    • Related Sites
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Related Sites

  • Lister Mason Accountants
  • Wrap Connect
  • Australian Taxation Office
  • Centrelink
  • Australian Stock Exchange
  • Computer Share
  • Link Market Services
  • Aged Care Placement Services

Let Us Help You

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.

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Val Bronson

I have been a client of Customised Financial Planning for many years, and cannot thank them enough

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Aged Care Planning

  • About Us
    • Our Team
    • Our Approach
    • Our Investment Portfolio Construction Philosophy
    • Financial Services Guide
  • Resources & News
    • Aged Care Data Collection
  • Our Services
    • Retirement
    • Wealth Creation
    • Finance
    • Insurance
    • Aged Care Planning
    • Estate Planning
    • Annuities and Ongoing Aged Care Fees
  • Resources & News
    • Useful Information
    • Related Sites
    • News
  • Contact
  • Disclaimer
    • This information and certain references, where indicated, are taken from sources believed to be accurate and correct. To the extent permitted by the Law, Customised Financial Planning, its representatives, officers and employees accept no liability for any person that relies upon the information contained herein.
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Customised Financial Planning is an Authorised Representative
of Customised Financial Pty Limited ABN 15 666 646 082
Suite 2003a, 376 Bay Street Brighton-le-Sands NSW 2216
AFSL 548360 Life Insurance Broker

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