Financial Adviser
· BARTON, ACT
Rhys Django Caldwell-bastian
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329333
Rhys Django Caldwell-bastian is a financial adviser based in Barton, Australian Capital Territory, with 18 years of experience in the financial services industry. Rhys is currently authorised under Custodian Financial Group Pty Ltd. Rhys holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Canberra.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce
University of Canberra
2009
Superannuation, Retirement Planning & Social Security
Pinnacle
2011
Margin Lending and Geared Investments
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
GUARDIANFP PTY LIMITED
Source: ASIC Financial Advisers Register