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.
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
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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My Passion as an Adviser
Need help with a financial problem? You have found the right person! I am a financial problem solver and whether it is personal or business related I will help you figure it out. I have the skill set, background and network to advise on any financial problem you need to solve. I’m a contrarian by nature and will not accept the status quo. If a bit of tough financial love is what you require I’ll help you through it and give you a solution. Finally, if you want a professional that has your back, my firm and I will be there for you.
My Passion in Baseball
Being from the US I always enjoyed baseball but I had to come half way around the world to fall in love with the game. My oldest son started playing tee ball in 2005 and I soon found myself putting my hand up to help the committee. Soon after I volunteered to lead the committee of Forest Baseball Club as President and enjoyed many years of working to improve and grow the baseball club. I absolutely love baseball and in particular the people of Forest Club and the greater Manly area. We have a wonderful community and a great game.
My Passion with my Family
My wife Michelle is a High School Math teacher. I have three kids in school the are all young, currently at the age of 16, 13 & 10. My two boys are as passionate as me in baseball and my beautiful daughter loves to dance. We are pet lovers too and right now we have two Burmese cats, Tabby and Banjo. I believe that one cannot be a successful business man if he doesn’t have a successful family, and for all my accomplishments my family is what I am most proud of.
JUNIOR ADVISOR / PARAPLANNER
Starting her Financial Planning career here at Keystone Financial, Morgan joined the team in 2018. With keen interest, Morgan is looking to make the very most of her Bachelor of Management (Financial Planning) in assisting clients in pursuing their financial goals. Here at Keystone, Morgan is acting in the role of Junior Advisor.
Outside the office, Morgan enjoys watching AFL football, travelling, good food and spending time with friends and family.
CLIENT SUPPORT OFFICER
Before joining Keystone Financial, Lady has worked in Finance department of local TV/radio station for five years.
Lady performs diverse, advanced and confidential administrative support functions. She forges strong, dependable relationships with Keystone Financial’s valuable clients.
During time off, Lady loves spending time with family and friends. She’s learning to enjoy cooking and is mad for Korean dramas.
Our resident digital “rockstar” Jon’s talents straddle both traditional marketing and cutting-edge digital expertise. After a successful start to his career in sales marketing, Jon began to explore the digital world. With a knack for all things digital, he quickly translated his sales success into the online world.
Jon brings his digital expertise to Keystone Financial, providing the company with marketing skills and technical know-how to bring Keystone Financial's brand roaring into the digital age.