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 […]
Vicki has over 20 years experience in the finance industry. A former financial adviser herself she now uses her knowledge and customer service skills to ensure our advice is implemented smoothly and efficiently.
Suzanne joined Southern Cross Wealth Management in June 2014 as a para-planner having taken time out from the work force to start a family. Suzanne started in the financial planning industry in 2010 and will provide technical assistance to our financial advising team. She recently completed a Bachelor of Commerce majoring in Financial Planning at […]
Prior to joining Southern Cross Wealth Management Jamie was a Customer Service Representative in one of the large Australian banks. He is a highly Client Service orientated person who excels in: Identifying client’s needs to provide tailored advice and support Ensuring all clients receive an outstanding experience Proactively communicating and following up with clients regarding […]