Our Clients

Our clients are individuals and couples whose financial goals and assets create complexity for them  which leads them to seek professional advice. Typically our clients are - mid career clients who are building wealth, small business owners who look to professional advisers to keep them on track, and clients who are planning for their retirement or have commenced superannuation pensions.

Our Record

Rubicon Financial Services has survived the Global Financial Crisis in good shape because of our prudent approach. Our clients heeded out advice and refused to panic, they took buying opportunities where they has cash to do so, and they have benefitted from the re-bound that has occurred.

Australian Financial Services Licence No: 234721

• Rubicon Financial Services Limited is licensed by the Australian Securities and Investments Commission to provide financial product advice. Rubicon holds Australian Financial Services Licence No: 234721.
• Rubicon has been licensed to provide financial advice since 1999.
• Rubicon is privately owned and is controlled by its Directors. It is not tied to any financial institution and does not accept commissions that could influence its advice.
• Rubicon maintains strong connections across the financial services industry.
• Rubicon is a Principal member of the Financial Planning Association of Australia.
• Rubicon provides advice to clients under it own name. Rubicon’s advisers also operate under the name “Investors Office Financial Planning” and Rubicon provides financial planning services to Capital Growth Partners Financial Services.

Directors

• Mr. Raymond Costello is the Managing Director of Rubicon Financial Services Limited and has been an Authorised Representative since 2000.
• Mr. Tom Davie has been a Director of Rubicon Financial Services Limited since 1999.
• Mrs. Dorothy Costello has been a Director since 2008.