O'Keefe Financial Planning

At O'Keefe Financial Planning, we pride ourselves on providing personalized financial planning and superannuation advice to individuals, families, and businesses. Our team, led by Tony O'Keefe, has extensive experience in the financial services industry, with over 25 years of combined experience. Our commitment to professional development and learning ensures that we stay updated on the latest legislative changes in superannuation and tax, allowing us to provide the best possible advice to our clients.

Our Services

We offer a range of services, including superannuation and financial planning advice, designed to help our clients achieve their financial goals. Our services are tailored to meet the unique needs of each client, taking into account their individual circumstances, goals, and objectives. Whether you're looking to create a personalized financial plan, optimize your superannuation strategy, or simply need expert advice on managing your finances, we are here to help.

Experience That Matters

With over 25 years of experience in the financial services profession, we have built a reputation for providing quality, personalized advice to our clients. Our team has access to a wide range of research, including Morningstar and Aspect Huntley, ensuring that our advice is always informed and up-to-date. Our commitment to clients is reflected in our motto: "Clients always come first." We believe that every client deserves personalized attention and expert advice, and we strive to deliver that to every individual and business that works with us.

Our Team

Our team is led by Tony O'Keefe, a seasoned financial professional with over 25 years of experience. Tony holds his own Financial Services Licence and is authorized to advise on a wide range of financial products and superannuation. He is a qualified and experienced financial planner, with a deep understanding of the financial markets and a commitment to staying updated on the latest legislative changes in superannuation and tax.