Financial Adviser
· MELBOURNE, VIC
Patrick O'keefe
No disciplinary history on record with ASIC
MELBOURNE,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239441
Licensee
Melbourne, VIC (licence address on ASIC register)
About Patrick O'keefe
Patrick O'keefe is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Patrick works at Industry Fund Services, which is licensed through Industry Fund Services Limited. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Master of Financial Planning from Kaplan Professional. Patrick is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Banking & Finance)
Victoria University
2015
Advanced Diploma of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Master of Financial Planning
Kaplan Professional