Anthony (Tony) O'KeefeAnthony (Tony) O'Keefe


Tony first joined the Financial Services Profession in 1985 and has conducted his own Financial Planning practice continuously since then. Tony’s commitment to professional development and learning, together with over twenty five years of day to day client contact provides a great depth of knowledge and experience, which is of great benefit to clients.


Tony was granted a Securities Dealer’s Licence by ASIC on 03/09/1993. This licence was continuously held until replaced by Australian Financial Services Licence (A.F.S.L.) (No. 240546), issued on 15/12/2003, which remains current today.


During his career Tony has attained the following qualifications:

The benefit of holding his own A.F.S.L. means that Tony can provide investment structures for S.M.S.F. trustees and other clients which allows direct access to most asset classes, including direct shares, without the need for a separate stockbroking arrangement. This structure also combines a reporting service with a very low cost structure, meaning long term savings for clients.

Tony has access to a wide range of research, including Morningstar, Aspect Huntley and others.