Sean Keady

Macquarie Private Wealth

5.00
1 Review
Gold
17 Yrs Experience
Perth, WA 6000
Finding innovative solutions to help clients create and manage wealth is how Macquarie’s advisers have built their reputation. At Macquarie Private Wealth, we take an integrated view of your financial position. We form lasting relationships, working with clients to develop a tailor made plan and then keeping it on track, year after year. The ultimate measure of our success is the achievement of clients goals: that’s what drives every recommendation and every decision we make. With access to Macquarie’s renowned technical services team, I keep up to date with superannuation and taxation legislation and ongoing regulatory change, so I can provide clients with comprehensive and integrated strategies. Drawing upon this technical knowledge, I can make sure my clients wealth is structured effectively and that they are in a position to make informed decisions about their future strategies. I make it my business to thoroughly understand my clients’ evolving needs and priorities, so I can craft tailor made solutions.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Macquarie Private Wealth

Level 23, 240 St Georges Terrace
Perth, WA 6000

Licensed by

Macquarie Private Wealth

AFSL 237502

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
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5.00

"Sean has been my adviser for 9 years and has consultantly provided sound advice which has met my objectives of moving into retirement through effective management of my SMSF."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Leadership and Management

Level
5 - Diploma
Institution
Royal Australian Navy
Completed
2005

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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