KIEREN O'KEEFE

Financial Adviser · Sydney, NSW

Registered

Registration Number

001307838

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2024

Registration Date

31/01/2024

Financial Services Licensee

IA ADVICE PTY LTD

Licence #000445825

📚 Qualifications & Training

2018 - Bachelor of Commerce Finance - Bachelor Degree (AQF 7) - University of Wollongong Australia
2023 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.