Keith Brown

Southern Cross Wealth Management

4.92

3 Reviews

Gold

18 Yrs Experience

Balcatta, WA 6021

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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.

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

4.75 March 2020

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.

5.00 February 2020

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.

5.00 February 2020

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.

Adviser status Gold
Rating 4.92
Number of reviews 3
First year providing advice 2006
Years of experience 18
Highest qualification
- Bachelor of Science (Economics and Marketing)
Language spoken
- English

Southern Cross Wealth Management

Suite 12, 10 Whipple St
Balcatta, WA 6021

8:00am – 6:00pm Monday – Friday

Oreana Financial Services Pty Ltd

AFSL 482234

Keith Brown

Southern Cross Wealth Management

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Southern Cross Wealth Management

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Oreana Financial Services Pty Ltd