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.