Rhys Caldwell-Bastian

Custodian Financial Group Pty Ltd

Gold
14 Yrs Experience
Griffith, ACT 2603
My job is to help ensure that my clients are able to live a comfortable life, regardless of the impacts of the unforseen.

Expertise

  • Insurance Protection

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees are flexible and based on the type of advice given, and the type of product provided.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Custodian Financial Group Pty Ltd

Level 1, 65 Canberra Ave
Griffith, ACT 2603

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Custodian Financial Group Pty Ltd

AFSL 465524

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Rhys made time to meet with me to sit down and go through my circumstances and suggest a insurance cover that suited me best. I felt I was a difficult client as my needs were unique, however that was never a problem for Rhys and in fact he made it all look easy. I wouldn’t hesitate to recommend rhys to anyone. If you’re looking for someone who looks after your best interests and is easy to talk to, then Rhys is the one for you."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rhys undertook a review of my existing personal insurance and superannuation investments and provided me with a better a more comprehensive insurance covering for my needs as well as updating my superannuation investment package to better suit where I am in life."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds

Qualifications & Training

Superannuation, Retirement Planning and Social Security

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2009

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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