Financial Adviser
· SYDNEY, NSW
James Andrew Okeefe
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269990
James Andrew Okeefe is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. James is currently authorised under Perpetual Trustee Company Limited. James holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
FINSIA
2014
Master of Applied Finance
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan