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  • Call us on (03) 9533 0600
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To assist our clients with access to services complimentary to those offered by Keary Financial management , we have established referral relationships with a range of trusted professionals who we are happy to refer clients to.  

Please contact us if you would like further details. 

Karen Sullivan - Mortgage Broker    

Karen has been providing professional mortgage broking services for over 15 years, and is recognized nationally for her expertise and exceptional level of client service. Karen has always impressed us with her depth of technical & product knowledge, her seemingly endless supply of energy and her willingness to go that extra step for clients. (You may recognize Karen from her appearances as a guest expert on WealthPlanTV).  
We have no hesitation in recommending Karen to anyone requiring mortgage finance.
Home & Contents insurance
We have been referring clients for many years to selected general insurance brokers who we have found not only to be well equipped to provide very competitive quotes due to their group alliances, but also very competent & honest in the advice they provide. Let us know what type of insurance you need & we will be happy to provide you with contact details.