MICHAEL JOHN O'KEEFFE


Licensee: PETERSMCKEOWN PTY LTD

MICHAEL JOHN O'KEEFFE (Adviser# 000431517) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 14, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHAEL JOHN O'KEEFFE
Adviser Number 000431517
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000296198
PETERSMCKEOWN PTY LTD
Licence ABN 63113816809
Adviser Start Date 2017-02-14
Appointing Representative Name COLLABORATIVE FINANCIAL PROFESSIONALS PTY LTD
Appointing Representative Number 000283835
Appointing Representative ABN 37110989878
Memberships CFP Certified Financial Planner (FPA)
CFP Certified Financial Planner (FPA)
CFP

Authorisations to provide financial product advice

  • MICHAEL JOHN O'KEEFFE
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Financial Planning Association of Australia
Diploma of Financial Planning Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000296198 PETERSMCKEOWN PTY LTD 2017-02-14 - COLLABORATIVE FINANCIAL PROFESSIONALS PTY LTD
000234656 IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.
2015-05-19 - 2015-11-27 IPAC SECURITIES LIMITED
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2012-11-29 - INTERPRAC FINANCIAL PLANNING PTY LTD
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
1995-12-01 - 2011-06-30

Licensee Information

Licence Name PETERSMCKEOWN PTY LTD
Licence Number 000296198
Licence ABN 63113816809

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
FRANCIS WARREN MCKEOWN Petersmckeown Pty Ltd Current 2006-05-01
PATRICIA PETERS Petersmckeown Pty Ltd Current 2006-05-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
FRANCIS WARREN MCKEOWN Petersmckeown Pty Ltd Current 2006-05-01
PATRICIA PETERS Petersmckeown Pty Ltd Current 2006-05-01

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.