Michael John O’keeffe – Financial Adviser

Adviser identifying number: 431517
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: PETERSMCKEOWN PTY LTD
Licence number: 296198
Licensee’s ABN: 63113816809
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COLLABORATIVE FINANCIAL PROFESSIONALS PTY LTD
Authorised Representative identifying number: 283835
Authorised Representative’s ABN: 37110989878

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:

  • Diploma of Financial Planning – Financial Planning Association of Australia
  • Diploma of Financial Planning – Financial Planning Association of Australia

Relevant memberships of professional bodies or industry associations:

  • CFP Certified Financial Planner (FPA)
  • CFP Certified Financial Planner (FPA)
  • CFP ? Certified Financial Planner (FPA)
  • CFP ? Certified Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

Michael John O’keeffe is authorised to provide advices on following products:

  • 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