Join Date
August 2019
Country
Gender
Male
Age
Not Specified
About Keith Anderson
Highly experienced Wealth Advisor working with successful business owners and high-level executives for over 12 years, I am familiar with their unique challenges and the complex solutions to address them. I focus on building comprehensive wealth planning strategies, leveraging our firm's resources, and coordinating these strategies with our client's tax and legal advisors.
I am by nature a connector. I enjoy being in touch with both my professional and personal networks; I am always looking for an opportunity to meet new people and help them become the best version of themselves, whether in life, endeavors or relationships, by sharing all I know and have learned about life,wealth,family. I am also very passionate, competitive, and disciplined; This same passion and dedication extends to my profession and allows me to better help to my clients clients and community.
Qualifications:
-bachelor of commerce
-diploma of finance, The National Finance institute
-Certificate IV in mortgage Broking, The National Finance Institute
Residential finance✔️commercial finance✔️investment loans Refinance✔️
I am by nature a connector. I enjoy being in touch with both my professional and personal networks; I am always looking for an opportunity to meet new people and help them become the best version of themselves, whether in life, endeavors or relationships, by sharing all I know and have learned about life,wealth,family. I am also very passionate, competitive, and disciplined; This same passion and dedication extends to my profession and allows me to better help to my clients clients and community.
Qualifications:
-bachelor of commerce
-diploma of finance, The National Finance institute
-Certificate IV in mortgage Broking, The National Finance Institute
Residential finance✔️commercial finance✔️investment loans Refinance✔️