Our Team
Steven Barclay
Steven started Keystone Wealth in 2010 because he wanted to provide financial strategies and advice that make a difference in his clients’ lives, and not just sell them financial products. He has a passion for delivering the very best option for a client, with a strong focus on the achievement of the client’s goals.
Steven has been fascinated in the markets and economics since he was 12, when he invested his first shares. He loves running his own business and building something together with the Keystone Wealth team. Steven gets a lot of satisfaction from employing people and helping them grow.
Steven is highly experienced and educated. He has been a financial planner for 11 years and has completed a Bachelor of Commerce, Diploma of Financial Planning and an SMSF specialist course.
On the weekend, Steven likes to play basketball, hit a golf ball and go hiking.
Steven Barclay
Partner
Learn more about Steven
Steven Barclay
Steven started Keystone Wealth in 2010 because he wanted to provide financial strategies and advice that make a difference in his clients’ lives, and not just sell them financial products. He has a passion for delivering the very best option for a client, with a strong focus on the achievement of the client’s goals.
Steven has been fascinated in the markets and economics since he was 12, when he invested his first shares. He loves running his own business and building something together with the Keystone Wealth team. Steven gets a lot of satisfaction from employing people and helping them grow.
Steven is highly experienced and educated. He has been a financial planner for 11 years and has completed a Bachelor of Commerce, Diploma of Financial Planning and an SMSF specialist course.
On the weekend, Steven likes to play basketball, hit a golf ball and go hiking.
Daniel Werner
Daniel is a founding partner with previous experience at some of the biggest financial institutions in Australia, including Macquarie Bank, MLC, AVIVA and ING. He prides himself in helping his clients achieve their lifestyle goals and building a quality financial planning business that provides sound advice to all of its clients.
Daniel brings with him a wealth of knowledge from his previous roles and through his education, including a Bachelor of Commerce, Diploma of Financial Services and SMSF accreditation.
Daniel is a keen fisherman and spends his spare time trying to catch the big one.
Daniel Werner
Partner
Learn more about Daniel
Daniel Werner
Daniel is a founding partner with previous experience at some of the biggest financial institutions in Australia, including Macquarie Bank, MLC, AVIVA and ING. He prides himself in helping his clients achieve their lifestyle goals and building a quality financial planning business that provides sound advice to all of its clients.
Daniel brings with him a wealth of knowledge from his previous roles and through his education, including a Bachelor of Commerce, Diploma of Financial Services and SMSF accreditation.
Daniel is a keen fisherman and spends his spare time trying to catch the big one.
Chris Zegers
After working across various private sectors and countries since 1998, Chris settled in the financial services industry from 2008. He is a Senior Financial Adviser as well as Director at Keystone Wealth.
Prior to Keystone Wealth, Chris held a Senior Business Development role with Macquarie Bank, where he worked with his clients in growing their business. He specialised in innovative financial solutions, effective product structuring and education around legislative changes in the financial services space.
Chris is a risk protection specialist, assisting clients in protecting their assets, income, family and lifestyle. He is also highly skilled in the area of business succession planning and key person risk management.
Chris is fully qualified with a Diploma in Financial Planning and SMSF accreditation. He also holds a Bachelor degree in Philosophy.
When Chris isn’t busy devising protection and wealth strategies for clients, he loves to cook, spend time with his wife and two children, travel and collect vinyl. He also tries very hard to curb his enthusiasm for all the great TV series that keep popping up vying for his attention!
Chris Zegers
Partner
Learn more about Chris
Chris Zegers
After working across various private sectors and countries since 1998, Chris settled in the financial services industry from 2008. He is a Senior Financial Adviser as well as Director at Keystone Wealth.
Prior to Keystone Wealth, Chris held a Senior Business Development role with Macquarie Bank, where he worked with his clients in growing their business. He specialised in innovative financial solutions, effective product structuring and education around legislative changes in the financial services space.
Chris is a risk protection specialist, assisting clients in protecting their assets, income, family and lifestyle. He is also highly skilled in the area of business succession planning and key person risk management.
Chris is fully qualified with a Diploma in Financial Planning and SMSF accreditation. He also holds a Bachelor degree in Philosophy.
When Chris isn’t busy devising protection and wealth strategies for clients, he loves to cook, spend time with his wife and two children, travel and collect vinyl. He also tries very hard to curb his enthusiasm for all the great TV series that keep popping up vying for his attention!
Aidan Dixon
Aidan enjoys interacting with clients and the continuous personal development he gains at Keystone Wealth because no two financial plans are ever the same.
In his spare time, Aidan enjoys getting double bogeys on the golf course, football, Formula 1 and travelling the world.
Aidan is highly qualified with a Bachelor of Commerce, Advanced Diploma of Financial Planning and SMSF; Certificate IV Small Business Management and is a member of the Financial Planning Association (FPA®).
Aidan Dixon
Financial Adviser, CFP and Partner
Learn more about Aidan
Aidan Dixon
Aidan enjoys interacting with clients and the continuous personal development he gains at Keystone Wealth because no two financial plans are ever the same.
In his spare time, Aidan enjoys getting double bogeys on the golf course, football, Formula 1 and travelling the world.
Aidan is highly qualified with a Bachelor of Commerce, Advanced Diploma of Financial Planning and SMSF; Certificate IV Small Business Management and is a member of the Financial Planning Association (FPA®).
Shane O'Connor
Shane’s previous experience and education including a Graduate Certificate in Applied Finance, ensure that he continually seeks to assist clients with strategies & tools to achieve their goals. He continues to build on his educational base through continued development and learning. As part of this ongoing development Shane has a unique ability to distil complex topics into straightforward language.
Outside of work Shane likes to get outdoors in his four-wheel drive.
Shane O'Connor
Senior Financial Adviser and Partner
Learn more about Shane
Shane O'Connor
Shane’s previous experience and education including a Graduate Certificate in Applied Finance, ensure that he continually seeks to assist clients with strategies & tools to achieve their goals. He continues to build on his educational base through continued development and learning. As part of this ongoing development Shane has a unique ability to distil complex topics into straightforward language.
Outside of work Shane likes to get outdoors in his four-wheel drive.
Morgan Johnson
Morgan Johnson joins the Keystone Wealth team as our new Financial Adviser with over 10 years’ experience in financial services in advice and management roles with boutique practices as well as larger institutions.
He has developed broad and deep technical knowledge in insurance, investments and superannuation and will work with our team in delivering superior solutions for our clients.
Morgan enjoys spending time with his growing family and is fluent in Japanese.
Morgan Johnson
Financial Adviser
Learn more about Morgan
Deepti Kumar
Morgan Johnson joins the Keystone Wealth team as our new Financial Adviser with over 10 years’ experience in financial services in advice and management roles with boutique practices as well as larger institutions.
He has developed broad and deep technical knowledge in insurance, investments and superannuation and will work with our team in delivering superior solutions for our clients.
Morgan enjoys spending time with his growing family and is fluent in Japanese.
Richard Liverpool
Richard joins Keystone Wealth after a career spanning 0ver 25 years in banking, finance, real estate and financial planning. Richard holds a Bachelor’s Degree in Business (Accounting) and holds a Diploma in Financial Services. Richard has experience in marketing, accounting and practice development.
Richard is the General Manager within Keystone Wealth working with the team to help clients secure the financial future they deserve, whilst managing business development and assisting the directors in setting the strategic direction of Keystone Wealth.
He lives in Manly, surfs most mornings and is a tragic Sea Eagles supporter.
Richard Liverpool
General Manager and Partner
Learn more about Richard
Richard Liverpool
Richard joins Keystone Wealth after a career spanning 0ver 25 years in banking, finance, real estate and financial planning. Richard holds a Bachelor’s Degree in Business (Accounting) and holds a Diploma in Financial Services. Richard has experience in marketing, accounting and practice development.
Richard is the General Manager within Keystone Wealth working with the team to help clients secure the financial future they deserve, whilst managing business development and assisting the directors in setting the strategic direction of Keystone Wealth.
He lives in Manly, surfs most mornings and is a tragic Sea Eagles supporter.
Sally Warncken
Sally’s main focus involves the day-to-day operations of Keystone Wealth, but the most important part of her job is providing ongoing services to our clients. Sally uses her wealth of knowledge and experience to help our clients.
Sally Warncken
Practice Manager and Partner
Learn more about Sally
Sally Warncken
Sally’s main focus involves the day-to-day operations of Keystone Wealth, but the most important part of her job is providing ongoing services to our clients. Sally uses her wealth of knowledge and experience to help our clients.
Lee Li
Lee joined the Keystone Wealth team in April 2022 as our senior paraplanner working with the advisers to construct our advice documents for clients.
Lee comes to us from other boutique financial planning practices and larger institutions and has vast experience and a key eye for details.
Outside of work, Lee loves nothing better than driving his Tesla EV.
Lee Li
Senior Para Planner
Learn more about Lee
Lee Li
Lee joined the Keystone Wealth team in April 2022 as our senior paraplanner working with the advisers to construct our advice documents for clients.
Lee comes to us from other boutique financial planning practices and larger institutions and has vast experience and a key eye for details.
Outside of work, Lee loves nothing better than driving his Tesla EV.
Gail Grady
Gail joined the Keystone Wealth team in Canberra in late 2020. Gail works with the team to support the advisers and provide our clients with exceptional service.
Gail works from Tuesday to Friday in the business.
Outside of work she loves spending time with her family and particularly her 4 grandchildren.
Gail Grady
Implementation Manager
Learn more about Gail
Gail Grady
Gail joined the Keystone Wealth team in Canberra in late 2020. Gail works with the team to support the advisers and provide our clients with exceptional service.
Gail works from Tuesday to Friday in the business.
Outside of work she loves spending time with her family and particularly her 4 grandchildren.
Karen Perri
Karen Perri
Administration Manager
Learn more about Karen
Karen Perri
Stacey Robinson
Stacey joined the Keystone Wealth team as a Client Service Associate in October 2019. Prior to joining us she was a Client Service Officer/Coordinator with another busy financial services group.
Stacey is responsible for assisting advisers and the Client Services Manager in providing quality service to new and existing clients of Keystone Wealth. She is also now assisting the team with implementing advice for our clients.
Stacey holds a number of qualifications including a Bachelor of Science (Mathematic Sciences) and is a keen piano player.
Stacey Robinson
Implementation Manager
Learn more about Stacey
Stacey Robinson
Stacey joined the Keystone Wealth team as a Client Service Associate in October 2019. Prior to joining us she was a Client Service Officer/Coordinator with another busy financial services group.
Stacey is responsible for assisting advisers and the Client Services Manager in providing quality service to new and existing clients of Keystone Wealth. She is also now assisting the team with implementing advice for our clients.
Stacey holds a number of qualifications including a Bachelor of Science (Mathematic Sciences) and is a keen piano player.
Joreme De Pedro
Joreme joined Keystone Wealth as a Client Service Assistant in 2018. Joreme came from an office management background, previously working for a busy Chartered Accounting Firm.
She has over 7 years of Office Management / Administration experience. Joreme was recently promoted to the Advice Implementation Team where she helps to ensure quality advice is executed for our clients.
Joreme appreciates fine dining, a good movie and spending quality time at the park with her son.
Joreme De Pedro
Implementation Manager
Learn more about Joreme
Joreme De Pedro
Joreme joined Keystone Wealth as a Client Service Assistant in 2018. Joreme came from an office management background, previously working for a busy Chartered Accounting Firm.
She has over 7 years of Office Management / Administration experience. Joreme was recently promoted to the Advice Implementation Team where she helps to ensure quality advice is executed for our clients.
Joreme appreciates fine dining, a good movie and spending quality time at the park with her son.
Alexis Cross
Alexis joined the Keystone Wealth team in December 2021 on a part time basis as our Financial Planning Intern. Alexis is currently studying her Bachelor of Commerce, majoring in Financial Planning, at the University of Canberra.
Alexis works with the team in Canberra to bring to life what she is studying in her degree and supports the team to deliver solutions to our business and clients.
In her spare time, she enjoys reading, running, binge watching tv shows, and socialising with friends.
Alexis Cross
Financial Planning Associate
Learn more about Alexis
Alexis Cross
Alexis joined the Keystone Wealth team in December 2021 on a part time basis as our Financial Planning Intern. Alexis is currently studying her Bachelor of Commerce, majoring in Financial Planning, at the University of Canberra.
Alexis works with the team in Canberra to bring to life what she is studying in her degree and supports the team to deliver solutions to our business and clients.
In her spare time, she enjoys reading, running, binge watching tv shows, and socialising with friends.
Denise Gobes
Denise enjoys the challenging nature of her work, and believes that she relates well with our older clients, as she is able to understand their particular needs.
Denise is a competitive bridge player, loves to read extensively and enjoys going on walks.
Denise Gobes
Client Service Associate
Learn more about Denise
Denise Gobes
Denise has been a regular friendly face in the Canberra office since Keystone Wealth commenced. She knows our clients and enjoys meeting new ones.
Denise retired from Keystone Wealth last year but still likes to help the team when we need her.
Outside of work, Denise is a keen Bridge player and enjoys travelling.
Tara Young
Tara joined our team in February 2021 and works in our Client Services team helping book client appointments for the advisers and working to ensure our clients enjoy the best experience with Keystone Wealth. Since joining us, she has been promoted to Client Services, focusing on supporting our life insurance arm of the business.
Tara is studying a Bachelor of Commerce degree, majoring in Financial Planning. She is based in sunny Port Macquarie.
Tara Young
Client Services Associate
Learn more about Tara
Tara Young
Tara joined our team in February 2021 and works in our Client Services team helping book client appointments for the advisers and working to ensure our clients enjoy the best experience with Keystone Wealth. Since joining us, she has been promoted to Client Services, focusing on supporting our life insurance arm of the business.
Tara is studying a Bachelor of Commerce degree, majoring in Financial Planning. She is based in sunny Port Macquarie.
Keshini Leaver
Keshini joined the team in Sydney in May 2023 as our Client Services Associate working with the team to provide top quality support to our clients.
She comes to us from outside the industry, working in retail so understands to importance of client service in a fast-paced work environment.
On weekends and outside of work, Keshini likes to go to the beach or watch her favourite show on Netflix.
Keshini Leaver
Client Services Associate
Learn more about Keshini
Keshini Leaver
Keshini joined the team in Sydney in May 2023 as our Client Services Associate working with the team to provide top quality support to our clients.
She comes to us from outside the industry, working in retail so understands to importance of client service in a fast-paced work environment.
On weekends and outside of work, Keshini likes to go to the beach or watch her favourite show on Netflix.
Ryan Booth
Ryan joined our team in Canberra in April 2023 and works alongside Jasper van der Kouw as our Financial Planning Intern.
Ryan is studying he Bachelor of Commerce at University of Canberra and is being trained in all areas of Client Services within the Keystone Wealth Team.
Outside of work Ryan enjoys music, cooking and is a hopeless golfer.
Ryan Booth
Financial Planning Intern
Learn more about Ryan
Ryan Booth
Ryan joined our team in Canberra in April 2023 and works alongside Jasper van der Kouw as our Financial Planning Intern.
Ryan is studying he Bachelor of Commerce at University of Canberra and is being trained in all areas of Client Services within the Keystone Wealth Team.
Outside of work Ryan enjoys music, cooking and is a hopeless golfer.
Gail Grady
Gail joined the Keystone Wealth team in Canberra in late 2020. Gail works with the team to support the advisers and provide our clients with exceptional service.
Gail works from Tuesday to Friday in the business.
Outside of work she loves spending time with her family and particularly her 4 grandchildren.
Gail Grady
Implementation Manager
Learn more about Gail
Gail Grady
Gail joined the Keystone Wealth team in Canberra in late 2020. Gail works with the team to support the advisers and provide our clients with exceptional service.
Gail works from Tuesday to Friday in the business.
Outside of work she loves spending time with her family and particularly her 4 grandchildren.
Tara Young
Tara joined our team in February 2021 and works in our Client Services team helping book client appointments for the advisers and working to ensure our clients enjoy the best experience with Keystone Wealth. Since joining us, she has been promoted to Client Services, focusing on supporting our life insurance arm of the business.
Tara is studying a Bachelor of Commerce degree, majoring in Financial Planning. She is based in sunny Port Macquarie.
Tara Young
Client Services Associate
Learn more about Tara
Tara Young
Tara joined our team in February 2021 and works in our Client Services team helping book client appointments for the advisers and working to ensure our clients enjoy the best experience with Keystone Wealth. Since joining us, she has been promoted to Client Services, focusing on supporting our life insurance arm of the business.
Tara is studying a Bachelor of Commerce degree, majoring in Financial Planning. She is based in sunny Port Macquarie.