The Story of
Award-winning and with over 20 years’ experience, we are a leading innovator in Financial Planning services.
Intrepid Wealth are experts at Full Cycle Investing. We know how to position our clients wealth to benefit from any market condition both up and down. The status quo says you cannot time markets, we disagree and have the tools and expertise to make money in any market environment.
We have our eye solidly on the prize – doing a great job first and foremost for you – but we do that while offering you all our resources, expertise, skills, tools, educational materials, market updates and more that will lift your knowledge, understanding and ultimately, confidence.
Keystone Financial provides financial services to meet a broad range of client needs.
These are only a fraction of the services we provide, because we know every situation is unique. We will work with you to structure your finance needs in the most appropriate and effective manner.
Our industry is full of people that can bamboozle with statistics and puffery and those who prefer to “control the narrative” instead of telling it like it is. Because our process is tried, tested and fundamentally based on maths and analytics and because it’s just who we are, we promise we will tell you straight.
CEO / Managing Director
PJ is unlike most financial advisors, he approaches clients holistically, as a result he sees opportunities to help clients improve their financial position. He does this by considering the entire picture: Debt strategy, Super, Personal Insurance, Estate Planning, Investing and leaving a Legacy.
As a founder and CEO, of the industry-disrupting Keystone Financial, he’s helped hundreds of individuals with their wealth management, and reach the full potential of their portfolio.
His personal mantra is “be bold, be different, be a maverick!”
Being from the US, baseball is in my nature. But it wasn’t until I moved half-way around the world that I fall in love with the game. Today, I lead the Forest Baseball Club, as well as the Manly Warringah District Baseball Association. My love for the game began when my oldest son started playing t-ball in 2005. From there, I started putting my hand up to help with the committee, where it has now grown into a lifelong passion for myself and my family. I worked hard to grow and improve the club and to foster a wonderful community that everyone can easily be a part of. I absolutely love baseball and the passion that comes from such a vibrant community.
Prior to joining Keystone Financial, Andrew has enjoyed a successful career spanning more than 30 years within Financial Services which has included holding Senior Executive positions within Life & General Insurance, Superannuation and Home Loan origination, as well as enjoying success within Professional Services. The common thread that has helped Andrew succeed is his passion for developing people and ensuring the delivery of exceptional customer service.
Together with his wife Val, he is the proud father of a daughter aged 13 and son 10 – his children enjoy a diverse range of sports from cricket, to basketball, AFL and rowing! Andrew is an avid cyclist with a fanatical interest in Formula One.