Anthony (Tony) O'Keefe

Experience

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.

Licencing

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.

Qualifications

During his career Tony has attained the following qualifications:

• 1989:
  Diploma in Financial Markets - Securities Institute.
• 1993:
  Admitted as a member of the Financial Planning Association (F.P.A.).
• 25/11/1993:
  Granted Principal Member status with the F.P.A. (The F.P.A. has now removed this category).
• 23/02/1995:
  Granted Certified Financial Planner (CFP®) designation, with Distinction, from F.P.A.
• 10/12/2002:
  Granted Diploma of Financial Advising (Distinction) - Securities Institute.
• 15/08/2003:
  Joined Self Managed Superannuation Professional Association (SPAA) as a general member.
• 25/06/2010:
  Completed Margin Lending course by Kaplan, with Standard Margin Lending added to A.F.S.L.
• 24/11/2011:
  Attained Adelaide University Certificate for S.M.S.F. Advice.
• 11/07/2014:
  Registered as a Tax (Financial) Adviser under the Tax Agents Services Act, 2009.

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.