O’Keefe Financial Planning PTY LTD, led by Tony O’Keefe, offers personalized financial services with a focus on superannuation and retirement planning. With over 25 years of experience in the financial services profession, Tony’s commitment to ongoing professional development ensures clients receive knowledgeable and experienced advice tailored to their individual goals and circumstances. Holding his own Financial Services Licence, Tony can provide a wide range of financial products and services, including direct shares, all aligned with clients’ best interests.
specialising in superannuation and financial planning advice, O’Keefe Financial Planning PTY LTD leverages the well-structured Australian superannuation system to help working Australians effectively save for their retirement. Tony’s access to extensive research resources, such as Morningstar and Aspect Huntley, enables him to stay informed about the latest legislative changes in superannuation and tax, ensuring clients receive up-to-date and relevant advice. The business prides itself on offering quality personalized services that prioritize clients’ financial well-being.
With a strong emphasis on client satisfaction and long-term financial success, O’Keefe Financial Planning PTY LTD stands out as a reliable and trustworthy partner in financial planning. Tony’s wealth of knowledge and experience, combined with his dedication to professional excellence, positions the business as a go-to destination for individuals seeking expert advice on superannuation, investments, and retirement planning. By focusing on clients’ unique needs and objectives, O’Keefe Financial Planning PTY LTD aims to help Australians navigate the complexities of financial planning with confidence and clarity.