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ABOUT US

We provide a wide range of financial planning services to all of our clients. We enjoy access to a huge reservoir of technical expertise and practical experience and we love sharing this resource with all of our clients.

Our expertise ranges across investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

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OUR SERVICES

 

FINANCIAL PLANNING

RISK INSURANCE

SUPERANNUATION

INVESTMENTS

SMSFS

DEBT MANAGEMENT

TAX PLANNING

ESTATE PLANNING

CENTRELINK

PROPERTY

RETIREMENT

AGED CARE

TEAM

 
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STEVEN KERBEL

Director And Financial Planner

Steven has a vast array of experience with Life Insurance, TPD and IP claims. If claims do not go to plan, Steven can assist with lodging a complaint with the insurer and even going all the way to AFCA if need be. Steven’s Dad pointed out that his dual passion for Insurance and Retirement Planning made sense. In both situations, the event calls for a high degree of care, dedication and consistent delivery – in good time and bad – with little room for error. Steven considers himself a “rainy day adviser”.

GAIL KERBEL

Office Administrator

Gail's experience with customer service and business is invaluable. She makes sure our processes are running efficiently which allows us to spend more time with our clients. Gail also looks after our clients on claim, and makes sure the insurers are on top of payments.

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JONATHAN ELLERT

Administration Assistant

As an Actuarial student, Jonathan brings an analytical mind to our team. With a keen interest in investments and the advice process, Jonathan assists us throughout the week as a paraplanner. 

JODI MARGOLIS

Administration Assistant

Jodi's attention to detail is unrivalled. As our in-house Compliance Manager, Jodi assists Gail in ensuring we are delivering a high quality of advice to our clients.

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S. M. – Plumber

We have been associated with Steve Kerbel and South City Brokers for over 15 years. Steve Kerbel and his team have worked tirelessly to find us the best possible insurance and superannuation funds. They have always conducted themselves in the most professional manner.
I would recommend them to anyone striving for a better financial future.

CONTACT US

37 Blythe Ave, Yokine WA 6060, Australia

 

Financial Services Guide

©2020 by South City Brokers Pty Ltd. 

Steven George Kerbel is an authorised representative (257862) of Blythe Group Pty Ltd (AFSL 520958).

South City Brokers Pty Ltd (ABN 99 109 650 704) is a corporate authorised representative (279232) of Blythe Group Pty Ltd (AFSL 520958).

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.