Elizabeth Jayne O'keefe Financial Planner Report

Name:
Elizabeth Jayne O'keefe

Rep Number:
001008948

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2016-12-02 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

May advise on following product areas:
Non-Cash Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Bachelor of Commerce
Financial Planning Association of Australia
Certified Financial Planner

Memberships
Financial Planning Association of Australia (FPA)