Financial Adviser
· SYDNEY, NSW
Keegan Donal O'rourke
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468083
Keegan Donal O'rourke is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Keegan is currently authorised under Perpetual Trustee Company Limited. Keegan holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association (FPA). Keegan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce
La Trobe University
2014
Graduate Diploma of Financial Planning
Kaplan Professional
2016
Certified Financial Planner
Financial Planning Association (FPA)
2017
Masters of Applied Finance
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation excluding Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register