Keystone Wealth

Welcome to Keystone Wealth, located at Bowes Place in Phillip, Australia. As an establishment focused on finance, we aim to provide financial strategies and advice that truly make a difference in our clients' lives. Our founder, Steven, established Keystone Wealth in 2010 with the intention of going beyond simply selling financial products and instead focusing on achieving our clients' goals.

Steven's passion for the markets and economics started at a young age, and he has been investing since he was 12 years old. Running Keystone Wealth has allowed him to build something special with his team, and he takes great satisfaction in employing people and helping them grow. With 11 years of experience as a financial planner and a strong educational background including a Bachelor of Commerce, Diploma of Financial Planning, and SMSF specialist course, Steven is highly experienced and knowledgeable.

Daniel, another founding partner at Keystone Wealth, brings with him a wealth of experience from his previous roles at major financial institutions in Australia. His focus is on helping clients achieve their lifestyle goals and building a quality financial planning business that provides sound advice. With a Bachelor of Commerce, Diploma of Financial Services, and SMSF accreditation, Daniel's expertise is well-rounded.

Chris, a Senior Financial Adviser and Director at Keystone Wealth, brings his extensive experience in the financial services industry to the table. He has worked in various private sectors and countries since 1998, and his previous role at Macquarie Bank allowed him to assist clients in growing their businesses through innovative financial solutions. Chris specializes in risk protection, business succession planning, and key person risk management. With a Diploma in Financial Planning, SMSF accreditation, and a Bachelor degree in Philosophy, Chris is well-equipped to provide comprehensive financial advice.

At Keystone Wealth, we understand that life is about more than just finances. Steven enjoys playing basketball, golfing, and hiking in his spare time. Daniel is an avid fisherman, always on the lookout for the big catch. Chris loves to cook, spend time with his family, travel, and collect vinyl records. We believe in finding a balance between work and personal interests.

Please note that the information provided on our website is general information and does not take into account your personal objectives, financial situation, and needs. We strongly recommend seeking individual advice from one of our experienced Financial Advisers before making any financial decisions. Additionally, we encourage you to obtain and consider the Product Disclosure Statement for any financial products before making a decision.

Thank you for visiting Keystone Wealth, and we look forward to assisting you in achieving your financial goals.