Shaun O'keefe Financial Planner Report

Name:
Shaun O'keefe

Rep Number:
000457401

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2014-05-06 onwards

Location:
Maroochydore, South Eastern, QLD, 4558

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Diploma of Financial Services (Financial Planning)
Tax Practitioners Board
Tax (Financial) Adviser