Anthony John O’keefe – Financial Adviser

Adviser identifying number: 1000313
Status: Current
Adviser’s ABN: 19291981723
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: ANTHONY JOHN O’KEEFE
Licence number: 240546
Licensee’s ABN: 19291981723
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ANTHONY JOHN O’KEEFE
Authorised Representative identifying number: 240546
Authorised Representative’s ABN: 19291981723

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• CFP Designation – Financial Planning Assoc.
• Diploma – Financial Advising – Securities Institute
• SMSF Specialist Course – University of Adelaide

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Anthony John O’keefe is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility