O'Keefe Financial Planning PTY LTD

Welcome to O'Keefe Financial Planning PTY LTD, located at 40 Cotlew Street East, Southport. As an establishment in the finance industry, we are committed to providing exceptional financial planning services to our clients.

Tony O'Keefe, the founder of our institution, holds his own Financial Services Licence, ensuring that you will always receive personalized and appropriate advice. With over 25 years of experience in the financial services profession, Tony is well-equipped to assist you with all of your financial and superannuation needs.

In Australia, every working individual has a superannuation fund, and our institution recognizes the importance of this aspect of financial planning. We understand that the Australian superannuation structure is one of the best designed and most tax-effective in the world. Therefore, we offer expert advice on how to make the most of your superannuation and save for a comfortable retirement.

At O'Keefe Financial Planning, we have access to a wide range of research tools, including Morningstar and Aspect Huntley. We also stay up-to-date with the latest legislative changes in superannuation and tax, ensuring that our advice is always current and relevant.

We specialize in providing Superannuation & Financial Planning Advice. Whether you need assistance with retirement planning, investment strategies, or insurance solutions, our team is here to help. Please click on the button below for more detailed information on our services.

Finding a Financial Planner who can offer quality personalized advice can be a challenging task. However, with Tony's Financial Services Licence and authorization to advise on various financial products and superannuation, including direct shares, you can trust that our advice is tailored to your specific goals, objectives, and personal circumstances.

Before engaging a Financial Planner's services, it is important to ask the right questions. We encourage you to consider inquiries that will help you determine if a Financial Planner truly has your best interests at heart. Remember, you deserve a professional who is not influenced by any "head office bias".

To get in touch with us, kindly fill out the form below and hit "Send". We value your feedback and are here to answer any questions you may have. Please note that fields marked with "*" are mandatory.

We would like to emphasize that the information, data, and text provided on this website are general advice only. We strongly recommend seeking advice from a qualified professional before making any financial decisions. We understand that everyone's goals, objectives, financial circumstances, and risk profiles are unique, and we take these factors into account when providing personalized advice.

Thank you for considering O'Keefe Financial Planning PTY LTD. We look forward to helping you achieve your financial goals and securing a prosperous future.