Managing your finances and the “what if” situations, as well as planning for a secure financial future is complex. My aim is to help my private and corporate clients understand the complexities, in a way that allows them to make informed financial decisions. Having worked in financial services for many years in different roles, I decided it was time to start my own Practice and, encouraged by my clients, family and friends, I took the significant step of setting up Keillor & Co Financial Management. I recognised that to provide quality advice and service I needed access to superior fund management, technical and regulatory support and much more, so I joined St. James's Place Wealth Management in April 2001, ensuring I could deliver the service & support promised to my clients.
I am pleased to say that my business has grown steadily and am delighted that the majority of new clients are the result of recommendations from existing clients and other St. James’s Place Partners who require some of the more specialised advice I can provide.
My wife, Lesley and I have lived in Perth since 1990 and have two children, Charlie and Morgan.
I joined Kevin and Keillor & Co Financial Management in January 2007. Coming from an IFA background I am able to use my experience to strengthen the Keillor & Co team and I am currently studying for my CII (Chartered Insurance Institute) exams. My main role is to oversee / deal with all of our client administration, new business processing and submission together with providing ongoing client servicing and support.