Keiran McPhee profile photo

Keiran McPhee

CPB Financial Services Pty Ltd

Bronze
9 Yrs Experience
Port Adelaide, SA 5015

With over 20 years experience at some of Australia’s premier advice organisations, as well as previously working for the Australian Securities and Investment Commission, (ASIC). Keiran brings a wealth of knowledge and perspective in helping his clients reach their financial and lifestyle goals.

Keiran is keen to see people make the most of their situation, working closely with them to implement the plans that best suit their needs. He is able to advise on a full range of financial issues and specialises particularly in helping people with investment and retirement planning needs.

Keiran holds a Graduate Diploma of Applied Finance and Investment, a Graduate Diploma in Financial Planning and a Bachelor of Economics from the University of Adelaide.

Away from work Keiran is married with two young children who keep him busy.

He is an avid fan of all sports and loves going to see a game live at the Adelaide Oval or Hindmarsh Stadium.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Growing Assets

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

CPB Financial Services Pty Ltd

285 Saint Vincent Street
Port Adelaide, SA 5015

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Finplan Advice Pty Ltd

AFSL 514281