Keith worked in the financial sector in London for 10 years before relocating to Perth where he requalified as a Financial Adviser in 2003.
Keith thrives on helping his clients navigate through the financial maze of legislation, complexities and products to arrive at a solution that has been customised for them that they fully understand.
Keith is an authorised representative of MCA financial planning; he holds a Bachelor of Science (Hons) degree majoring in Business Studies from Surrey University in the UK. Other qualifications include a Diploma of Financial Planning, UK Financial planning certificate and Investment Management Certificate.
e : email@example.com
m: 0430 506 608
Stephen has worked in Financial Services since 1990 accumulating over 20 years experience. Stephen has worked for National Australia Bank and Standard Life in the UK. For the last 6 years Stephen has worked as a paraplanner in Western Australia. He has extensive technical knowledge on superannuation and insurance strategies.
Stephen joined Southern Cross Wealth Management in June 2011. He enjoys researching and providing solutions to client problems which he can then present in a simple to understand format, which Keith can then present to his clients.
Darcy is the newest team member to Southern Cross Wealth Management.
A recent graduate with a Financial Planning degree, Darcy assists the team in all administration areas. He is hoping to build up his knowledge to allow him to progress to an adviser in the future.