“Helping clients to live the life they want provides so much personal satisfaction and is the main reason I love being a financial planner.”
Michael Allen is the Director and Principal Financial Adviser.
Michael’s passion is to help and support people to achieve their financial goals. It is important for him to understand what is important to his clients and to deeply understand what matters to them. Then support them to “live the life they want”. Michael says “It is personally so rewarding to see a person or family move towards financial peace of mind so they can get on with the things in life that matter most to them”.
Michael is a Certified Financial Planner® and Justice of the Peace, with 31 years of experience, including 13 years as practice principal, 3 years as a retirement specialist, 8 years as a technical adviser to other financial planners and 7 years in other various financial planning roles.
Michael and wife Julee, with 2 growing boys, love the northern suburbs of Wollongong.
Outside of work Michael enjoys all sorts of healthy outdoor activities including: cricket, golf, over 35’s soccer and snowboarding.
“Partnering with clients to provide peace of mind and help them fulfil their dreams is what I love most about being a financial planner.”
Michael has worked in the finance industry for over 25 years in a diverse range of management roles including financial planning, mortgage broking and IT. Prior to joining Keystone advice Partners in 2018, Michael ran his own financial planning and mortgage broking business.
Helping people and understanding what matters most to them is what excites Michael about the financial planning profession. A broad technical knowledge and experience in working with a range of diverse clients allows Michael to tailor solutions aimed at helping his clients achieve their financial goals and objectives. Michael is committed to delivering quality outcomes and making a difference in the lives of his clients.
Michael has a Master of Applied Finance (Financial Planning), a Diploma of Financial Services (Financial Planning and Finance Broking) and Bachelor of Science (majoring in Computer Science).
Born and bred in the Hunter Valley of NSW, he has progressively worked his way south through the Central Coast and Sydney before settling in Wollongong 7 years ago.
Michael is married with 3 children and is actively involved in the local community holding various committee positions for local sporting clubs. He enjoys getting outdoors playing cricket and baseball on the weekend.
Kim’s main role at Keystone Advice Partners is Advice Manager, she works closely with the financial planners assisting with the research and preparation of advice.
She has completed a Bachelor of Accounting/Financial Planning and more recently a Masters in Applied Finance. With over 9 years’ experience working within the financial planning industry, 5 years of this spent at Keystone Advice Partners, Kim brings a fresh perspective to the team.
Kim enjoys her weekends making the most of what the Illawarra has to offer whether that be bushwalking in the escarpment or enjoying the local beaches.
Geoff joined our team in 2019 after 14 years in W.A. He ran a successful financial planning practice, working as the principal financial planner, in his hometown of Mandurah.
Geoff brings a wealth of knowledge and understanding to help co-ordinate the advice and support services offered here at Keystone Advice Partners.
Geoff and his wife Ann moved to the scenic town of Kiama where they are able to enjoy more time with their children and grandchildren.
Sheri’s main role at Keystone Advice Partners is Advice Coordinator.
With over 20 years’ experience working within the financial planning industry, 10 years of this spent at Keystone Advice Partners, Sheri brings an enormous amount of experience and understanding to help clients realise their financial goals.
Sheri enjoys spending time with family and friends.
Kate’s works in the Keystone Advice Partners team as an Advice Co-ordinator.
With over 7 years of experience in the support role, Kate compliments a range of advice support services including the Centrelink liaison service.
Kate enjoys her weekends spending time with family and friends and can be frequently found mountain biking the local escarpment.
Julee is the Business Manager at Keystone Advice Partners. Her main role is to oversee the day to day operations of the business and also provide advice support when required.
Julee is a Chartered Accountant with over 20 years of experience.
Julee is a very keen soccer player and as a mum to 2 growing boys. She also believes she is a part-time Uber driver!