Keystone Wealth Pty Ltd 30 President Avenue, Caringbah, New South Wales 2229

Welcome to Keystone Wealth Pty Ltd, a leading establishment in the finance industry located at 30 President Avenue, Caringbah, Australia. Our institution was founded in 2010 by Steven, a dedicated financial planner who is passionate about making a difference in the lives of his clients. Unlike other institutions, we focus on providing personalized financial strategies and advice that align with our clients' goals, rather than simply selling financial products.

Steven's journey in the financial world began at a young age, when he invested his first shares at the age of 12. This early fascination with the markets and economics has shaped his career and fueled his drive to build Keystone Wealth. With over 11 years of experience as a financial planner, Steven is highly experienced and educated, holding a Bachelor of Commerce, Diploma of Financial Planning, and an SMSF specialist course qualification.

Beyond his professional achievements, Steven also enjoys a balanced lifestyle. On the weekends, you'll find him playing basketball, hitting a golf ball, or going hiking. His commitment to personal growth extends to his team at Keystone Wealth, as he takes great satisfaction in employing and nurturing individuals to help them reach their potential.

Daniel, another founding partner at Keystone Wealth, brings extensive experience from his previous roles at major financial institutions in Australia such as Macquarie Bank, MLC, AVIVA, and ING. He takes pride in helping clients achieve their lifestyle goals and is dedicated to providing sound advice through the establishment of a high-quality financial planning business.

With a Bachelor of Commerce, Diploma of Financial Services, and SMSF accreditation, Daniel's knowledge and expertise are invaluable to our clients. When he's not busy assisting clients, Daniel can be found pursuing his passion for fishing, always on the lookout for the big catch.

Chris, a Senior Financial Adviser and Director at Keystone Wealth, joined the financial services industry in 2008 after working across various private sectors and countries. Prior to joining our institution, he held a Senior Business Development role at Macquarie Bank, where he helped clients grow their businesses through innovative financial solutions and effective product structuring.

Chris specializes in risk protection, ensuring that clients' assets, income, family, and lifestyle are safeguarded. He is also highly skilled in business succession planning and key person risk management. With a Diploma in Financial Planning, SMSF accreditation, and a Bachelor's degree in Philosophy, Chris brings a unique perspective to wealth strategies.

Outside of work, Chris enjoys cooking, spending time with his wife and children, traveling, and collecting vinyl records. He's also an avid TV series enthusiast, constantly trying to balance his enthusiasm for great shows with his other hobbies.

At Keystone Wealth, we understand the importance of major life events such as welcoming a new child or grandchild into the world and planning for retirement. We strive to provide comprehensive financial advice tailored to each individual's personal objectives, financial situation, and needs.

Please note that the information provided on this website is general in nature and does not take into account your specific circumstances. We strongly recommend seeking personalized advice from a Keystone Wealth Financial Adviser before acting on any information provided. Additionally, we advise obtaining and considering the Product Disclosure Statement for all financial products before making any decisions.

Keystone Wealth Pty Ltd is proud to be a Corporate Authorised Representative of Financial Planning Advice Australia Pty Ltd AFSL 461710. Contact us today to experience the Keystone Wealth difference and start your journey towards financial success.