Keith Brown

Southern Cross Wealth Management

Gold
16 Yrs Experience
Fremantle, WA 6160
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Science (Economics and Marketing)
  • Language spoken
    • English

Southern Cross Wealth Management

91 High St
Fremantle, WA 6160

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

MCA Financial Planners Pty Ltd

AFSL 223610

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

4.75

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Certificate in Investment Management (UK)

Level
0 - Training / Exam / Other
Institution
Institute of Investment Management and Research (UK)
Completed
2006

Diploma of Financial Services

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Bachelor of Science (Economics and Marketing)

Level
7 - Bachelor Degree
Institution
University of Surrey
Completed
1995

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Tax Practitioners Board (TPB)

Membership type
Practitioner Member
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