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Our Team

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Steven Barclay

Partner

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Daniel Werner

Partner

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Chris Zegers

Partner

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Richard Liverpool

General Manager and Partner

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Aidan Dixon

Financial Adviser, CFP and Partner

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Shane O'Connor

Senior Financial Adviser and Partner

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Sally Warncken

Practice Manager and Partner

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Dean Godbee

Dean Godbee

Senior Financial Adviser

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James

James Englebrecht

Senior Financial Adviser

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Morgan Johnson

Morgan Johnson

Financial Adviser

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Christine P

Christine Policarpio

Senior Paraplanner

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Cathy Hart

Cathy Hart

Client Services Manager

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Gail Grady

Gail Grady

Implementation Manager

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Joreme De Pedro

Implementation Manager

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Noshaba

Noshaba Khan

Implementation Manager

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Karen

Karen Perri

Administration Manager

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Alexis Cross

Alexis Cross

Provisional Financial Adviser

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Tara

Tara Young

Client Service Associate

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KESHINI

Keshini Leaver

Client Service Associate

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Ryan Booth

Ryan Booth

Financial Planning Intern/Client Services

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We look forward to working with you to achieve your goals.

Please get in touch

Get in touch

Contact Details

Canberra 
Phone: (02) 6281 3336

Sydney CBD
Phone: (02) 9585 9770

Caringbah
Phone: (02) 9526 1134

Brisbane
Phone: (07) 5211 1011

Noosa
Phone: (07) 5211 1011

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Legals

Keystone Wealth Pty Ltd is a Corporate Authorised Representative of Financial Planning Advice Australia Pty Ltd AFSL 461710

The information contained on this website is general information only and does not take into account your personal objectives, financial situation and needs. We strongly recommend that you do not act on any information provided on this website without individual advice from a Keystone Wealth Financial Adviser.

You should also obtain a copy of and consider the Product Disclosure Statement for all financial products before making any decision.

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