Keystone Financial provides a variety of financial services across a broad range of client needs. These include: Residential and Commercial Finance, Vehicle Finance, Plant & Equipment Finance, Cash Flow Finance, Reverse Mortgages, SMSF Lending, Personal Superannuation, SMSF, Personal Risk Insurance, Personal Investment and Wills & Estate Planning.

Our role as Financial Advisers is to understand everything about you now as well as where you want to be in the future so as to make appropriate recommendations to help you get there. Further, we are here to educate and guide you through the inevitable ups and downs that markets give us.

Our role as Finance Brokers are to work with clients to structure their finance needs in the most appropriate and effective manner for their circumstances. We work with investors and owner occupiers alike to understand their debt portfolio and put together appropriate lending scenarios to both protect and grow your assets.

We have a great deal of experience in working with property investors. We take a long term view of all transactions and look at requirements, not just for today but many years out. There are many traps and pitfalls with buying and holding investment property.

The founder of Keystone Financial (PJ Patterson) has been a Broker in Australia since 2002, 14+ years in total and a Financial Planner since 2008.

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Keystone Financial Timeline

2002 – Opening of Keystone Mortgages
2008 – Keystone Mortgages became Keystone Financial
2013 – Opened a new firm: Jump Property & Finance which holds our Real Estate License
2014 – Started partnership with ARAP who specialise in Distressed Assets
2016 – Expanded our office offshore in South East Asia

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Meet Keystone Financial's Team

Drawing on experience in financial services, economics and digital marketing, our broad range of experience
will ensure we can structure a financial solution that will help your business grow and succeed.
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PJ PATTERSON
CEO
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morgan

MORGAN BIBBY
JUNIOR ADVISOR / PARAPLANNER
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LADY LISING
CLIENT SUPPORT OFFICER
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JON JONES
DIGITAL MARKETER
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