Keith worked in the financial sector in London for 10 years before relocating to Perth where he requalified as a Financial Adviser in 2003. He is the owner operator of Southern Cross Wealth Management since 2008. Providing a wide range of financial strategies to meet his cients needs.
I have always been happy with Keith, and appreciate that he understands my age, my position and my future needs. He advises the best options, and if I don't follow him at any time- it is absolutely my fault! Our funds are an 'evolving' thing, and as the markets change- so do they, but Keith appears to be on top of it all, and chooses carefully what he thinks are my best opportunities.
Keith understands my requirements and risk profile such that his advice is always relevant and his reading of financial markets is accurate. He makes himself available for regular meetings to review my investment strategy. Highly recommended.
Keith has always been very helpful in planning our investment strategies over the years so that we were setup for our retirement His knowledge and assistance in setting up our centrelink account was invaluable.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2006
- Years of experience 17
- Bachelor of Science (Economics and Marketing)
Southern Cross Wealth ManagementSuite 12, 10 Whipple St
Balcatta, WA 6021
- 8:00am – 6:00pm Monday – Friday
Oreana Financial Services Pty Ltd