Sean O'Kane

Medical Financial Pty Ltd

Gold
15 Yrs Experience
Fortitude Valley, QLD 4006

Recent reviews

Medical Financial Pty Ltd

3 Prospect St
Fortitude Valley, QLD 4006

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 10
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Honours)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Medical Financial Pty Ltd

AFSL 506557

4.90
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Sean has provided us individualised and ongoing advice after carefully listening to our financial goals. Sean's communication is excellent, he is approachable, patient and responsive. We highly recommend and appreciate his experience and guidance which has proven to be exceptional."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"My husband and I have been clients of Sean's for a very long time, from when we were starting out in our careers until now, well established. Sean is always a pleasure to deal with. We have been very happy with his advice and also, importantly, his integrity as an advisor."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been getting financial advice from Sean for a number of years. He always impresses as honest, open and articulate. This to say nothing about the advice he has given over the years, which has always been of the highest caliber."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can fully recommend Sean as a financial adviser. He has been assisting us with securing our financial future for some years now and I have come to highly value his advice and opinions on a broad range of matters. He is prompt, professional, knowledgeable and has made great efforts to taylor his plans to suit our life goals and personal situation."

  • Superannuation
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean performs a complete assessment of all financial aspects and gives very clear, honest advice in all areas. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have been with Sean for many years now and he has always given me good advice based on my needs and goals. I am certainly in a much better financial position than I would have been without him."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were very fortunate to meet Sean early in our careers. His advice has ensured that we made the best possible decisions especially with regards to superannuation and insurances. We are in a far better financial position now due to his expertise. He has helped us with almost every aspect of our future planning including finances, insurances, tax and will."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The top priority for me in sharing the management of my financial affairs is trust. The complexity of my investments and income has as expected, increased over time and the assistance of an impeccably ethical financial advisor is paramount to ensuring that that complexity is necessary, cost effective and provides a return. Seans client base and international experience positions his skill set in the top echelon compared to his peers and the overall combination of ethics and skill makes Sean an extremely unique advisor."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have been with Sean and his team for almost a decade now. His advice in the areas of loan products, investment, superannuation and tax strategy has always been sensible and balanced, according to my desires.His explanations are clear and he is happy to repeat them as requested. Sean has always been accessible with short notice requests. I have often recommended his services to others."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Honours)

Level
7 - Bachelor Degree
Institution
Bournemouth University (BU)
Completed
1991

Insurance Advice

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

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Superannuation and Retirement

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

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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